About Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

Summary

The Retirement & Investment Operation Specialist is an integral member of the Retirement Planning team assisting in both operational duties as well as supporting our consulting team members with client initiatives and projects. A successful candidate will always be friendly and helpful while providing support to the Institutional Retirement Team and other team members in the office as needed.

Responsibilities:

Assists with the preparation of retirement plan committee meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and multiple cloud-based reporting systems (fi360, FDI, RPAG, etc.).Work closely with our retirement plan vendor partners in gathering data needed for our quarterly meetings and using their websites to pull data from their reporting systems.Use established procedures in place to update client investment data within monitoring & reporting software applicationAssist and sometimes lead projects for Operations Team (OT) and assist our Client Relations Consultant Team (CRC).Assist our consultant team in special client projects and/or events.Manage multiple client service requests daily through telephone and email.Assist with client events, client support, and special projects.Be willing to be part of team that helps each other meet our goals to grow our book of clients.Ability to multi-taskCreate, update, and print Excel spreadsheets, Word documents, and PowerPoint presentations as needed

Qualifications:

High School Diploma or GED required; post-secondary education in office administration is a plus/desiredUnderstanding of retirement industry, specifically, institutional ERISA retirement plans, investment terminology, basic plan design provisions, fees and fee allocation, etc.Standard office administrative practices and procedures, including the use of standard office equipmentOutgoing, friendly, values being part of a teamStrong proven organizational skillsProactive approach to problem-solvingGood oral communication and interpersonal skillsCan work efficiently with little supervision and can also work with specific direction and collaboration.Self-motivated, pride in quality of workAbility to meet deadlines in a timely and efficient mannerDetail oriented

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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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