Financial Administrative Assistant Job at HUB International
The Administrative Assistant is an integral member of our team. They are often the first face our customers see or speak with daily. A successful Administrative Assistant will always be friendly and helpful. They are prompt and courteous answering phones and greeting customers, as well as providing support to other department members.
Responsibilities:
Wealth Management / Paraplanner Support
Greet all callers with a welcoming attitude. Become familiar with clients that call in regularly
Scan and file documents in appropriate folder / Process incoming mail
Learn Charles Schwab and Fidelity platforms
Obtain notary
Prepare reports for client meetings (Fi360, performance report & MGP)
Print and bind booklets for Clients/Advisors
Conference room setup for Clients/Advisors
Operations Support
Send out money movements (wires, achs’, journals, and checks)
Send new client welcome email and DocuSign materials
Learn to create DocuSign templates for the office
Create client accounts for Charles Schwab/Fidelity
Qualifications:
2+ years’ office experience (preferred with experience on multi-line phone system)
Excellent verbal skills and telephone etiquette
Strong clerical skills
Demonstrated computer proficiency – Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Proven oral and written communication skills with the ability to effectively interact with all levels within the organization
Training will be provided for those tasks that are unfamiliar to the right candidate
Department Office Administration & Clerical
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
EEOAA Policy
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 US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
Please Note :
ajayjain.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, ajayjain.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.
Responsibilities:
Wealth Management / Paraplanner Support
Greet all callers with a welcoming attitude. Become familiar with clients that call in regularly
Scan and file documents in appropriate folder / Process incoming mail
Learn Charles Schwab and Fidelity platforms
Obtain notary
Prepare reports for client meetings (Fi360, performance report & MGP)
Print and bind booklets for Clients/Advisors
Conference room setup for Clients/Advisors
Operations Support
Send out money movements (wires, achs’, journals, and checks)
Send new client welcome email and DocuSign materials
Learn to create DocuSign templates for the office
Create client accounts for Charles Schwab/Fidelity
Qualifications:
2+ years’ office experience (preferred with experience on multi-line phone system)
Excellent verbal skills and telephone etiquette
Strong clerical skills
Demonstrated computer proficiency – Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Proven oral and written communication skills with the ability to effectively interact with all levels within the organization
Training will be provided for those tasks that are unfamiliar to the right candidate
Department Office Administration & Clerical
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
EEOAA Policy
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 US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
Please Note :
ajayjain.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, ajayjain.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.