Sandy, UT, USA
2 days ago
Securities Administrative Assistant

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. 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 insurance community.

WHY CHOOSE HUB?

Throughout our network of more than 450 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

THE OPPORTUNITY:

The mission for this role is to provide organizational and administrative support that helps to keep the securities department operating smoothly.  This can be accomplished by focusing on the key task that will be outlined below.

Tracking and Reporting Department Revenue

Preparing for Client Meetings

Complete and Track On-Boarding of New Clients

Keep and Store Meeting Minutes

Run Quarterly Investment Monitoring Reports

Complete and Keep Track of Progress on Investment Changes

Help Set Appointments for Client Meetings

Maintain Files for Plan Highlights Pages

Gather and Customize Reports

WHAT YOU BRING TO THE TABLE:

You are perfect for this opportunity if you

2 years working as an administrative assistant, preferably on a securities team

High School Diploma

Strong verbal and written communication skills

Analytical and problem-solving abilities

Proficient in Microsoft Office – Adobe Acrobat 

Excellent organizational skills

Ability to work well under pressure with attention to detail

Team oriented self-starter with ability to prioritize, monitor and control workflow deadlines and be flexible

Detail oriented

Department Account Management & Service

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 .

EEOAA Policy

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