Operations Associate, Retirement & Private Wealth Potential for Hybrid Work

Discover a Career That Empowers You Join HUB International!

At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.

Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.

We currently have an opportunity for an Operations Associate to join our Mid-Atlantic Retirement and Private Wealth (RPW) team in our Bethesda MD office.

This role blends client service office management and hospitality to ensure smooth daily operations and exceptional client experiences. You will play a key part in creating memorable events maintaining an efficient office environment and serving as the central hub for internal and external communications. If you thrive in a dynamic role that balances organization with creativity wed love to meet you.

Job Responsibilities:

• Maintain and update the client relationship management system (CRM) including client contact details and household data; audit data for accuracy and generate reports as needed.
• Use CRM and other internal systems to coordinate with clients to schedule review meetings send appointment confirmations and reminders and proactively manage scheduling conflicts.
• Prepare meeting materials print forms and assemble packets for client review appointments and team meetings.
• Manage the office calendars including conference room scheduling and company-wide memos.
• Serve as the primary point of contact for incoming calls and directory assistance.
• Coordinate and place facility work orders as needed.
• Support new team member onboarding with office orientation and systems training.
• Document office processes and maintain an office procedures manual.
• Gather and organize client feedback following events and meetings.
• Plan and execute client experience events as well as internal team gatherings managing all logistics from concept to completion.
• Coordinate and manage special occasion gifting (birthdays retirements condolences celebrations holidays) including maintaining a gifting calendar and tracking budget.
• Provide hospitality support for in-office client visits and meetings.
• Act as liaison with external vendors including tech support providers and parking companies; manage parking validations and track vendor contracts and service agreements.
• Manage office and kitchen supplies inventory negotiate with suppliers and maintain a clean welcoming and organized environment.
• Oversee mail operations: collection sorting scanning logging and outgoing shipments (UPS FedEx USPS).

Qualifications:

• Experience in office coordination client services or administrative support roles.
• Excellent organizational skills with the ability to juggle multiple priorities.
• Strong interpersonal and communication skills both written and verbal.
• Experience managing calendars coordinating events and handling office supply procurement.
• Familiarity with CRM systems (e.g. Salesforce HubSpot) and office software (MS Office Google Suite).
• Comfortable liaising with vendors and external partners.
• A proactive can-do attitude with keen attention to detail.
• Ability to maintain discretion with confidential information.
• Bonus: Experience in hospitality event planning or facilities coordination.

What We Offer You:

At HUB International were invested in your success both inside and outside of work. Our benefits are designed to support your well-being empower your growth and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance weve got you covered.

We believe in continuous learning and career momentum. Whether youre just getting started or ready to take the next step HUB provides the tools mentorship and opportunities to help you thrive. When you grow we grow!

Benefits you may enjoy working at HUB International Mid-Atlantic Inc:

• Medical Dental Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• Long-Term Care
• Identity Theft Group Legal Accident Critical Illness Pet Insurance and many more!
• Low-Cost Loan Program and Student Loan Resources
• Vacation Holiday Sick and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day Dress-Code

Culture & Belonging Employee Networks:

At HUB inclusion isnt just a core value its a shared commitment. Were building a workplace where every voice is heard every person is respected and everyone can show up as their authentic self.

One of the easiest ways to get involved is by joining one of our Culture & Belonging Employee Networks communities where connection support and impact come to life.

Currently we have the following networks:

• HUB Women Network
• HUB Black Inclusion Network
• Asian Pacific Islander Network
• Hispanic Network
• HUB Young Professional Enrichment (HYPE)
• Indigenous Network
• Pride Network
• Military Veterans/Military Spouses & Families Network

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

• Talent the attraction recruitment and hiring of the best diverse talent;
• Culture creating a culture of Inclusion and Belonging; and
• Community having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

The expected salary range for this position is $25.64 to $28.21 hourly and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

Apply today!

*LI-AM

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.