Administrative Assistant - RPW

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About Hub

In a rapidly changing world, HUB Retirement & Private Wealth (RPW) advises businesses and individuals on how to prepare for their financial future. We are a service-oriented financial consulting firm providing an array of services, ranging from investment management, insurance and retirement consulting services. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the wealth management & insurance community.

Position Summary

The Administrative Assistant will provide admin and clerical support to Office Management and the Executive Administrative Assistant at HUB International as an integral member of our team. The Administrative Assistant will utilize their organizational, follow-through skills to provides valuable day-to-day support to the office.

Responsibilities

• Maintains calendar and scheduling for Sr. Vice President
• Manages client review scheduling to ensure meetings are timely and adhere with the stated client service matrix
• Answer multi-line phone system, determine purpose of callers, and forward calls to appropriate personnel or department in a friendly and professional manner
• Provide callers with address, directions, and other information as required
• Opens and distributes the incoming mail / collects and prepares the outgoing and overnight mail
• Check and mail processing
• Prepares letters, forms, and spreadsheets to assist with servicing existing and prospective clients
• Assist with organizing employee events
• Update client relationship management software
• Assists financial advisors with marketing efforts
• File and uploading documents for compliance and internal records
• Orders, receives, and maintains office supplies and proactively ensures office supplies are available when needed
• Creates, updates, and prints Excel spreadsheets, Word documents, and PowerPoint presentations as assigned
• File and uploading documents for compliance and internal records

Factors For Success

• High School diploma or GED; AA and/or college degree preferred, but not required.
• 2+ years of related office experience, or an equivalent combination of education and experience
• Proven computer proficiency
• MUST be proficient with Microsoft Office (e.g., Word, Excel, Outlook)
• Professional appearance and demeanor
• Demonstrated customer service skills
• Proven ability to manage multiple tasks with competing priorities
• Demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization

WHY CHOOSE HUB?

Throughout our network of more than 570+ HUB offices in North America, we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We Are The Perfect Fit If You

• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

Department Office Administration & Clerical

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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If you have questions about this posting, please contact [email protected]