Summary
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 Team Support
- Greet all callers with a welcoming attitude. Become familiar with clients that call in regularly
- Process all incoming mail (delivered between 11am-1pm)
- Create and send out bulk emails to clients and staff
- Organize and maintain CRM system with email/address/phone updates
- Order office supplies
- Scan and file documents in appropriate folder in OneDrive and also file hard copy
- Learn Charles Schwab and Fidelity platforms
- Run quarterly reports for institutional side of business
- Obtain notary
- Mail out paperwork and client gifts
- Create, order, and mail out Holiday cards in early December
- Assist with tasks from any employee in the office (Wealth Management and Institutional)
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- 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
- Create client accounts in OneDrive
- Create internal client file folder
- Prepare reports for client meetings (Fi360, performance report & MGP)
- Print and bind booklets for Clients/Advisors
- Conference room setup for Clients/Advisors
Qualifications:
- 2+ years' office experience (preferred with experience on multi-line phone system)
- 5 years of related administrative experience, or an equivalent of education and experience
- Excellent verbal skills and telephone etiquette
- Ability to organize, set and maintain priorities
- High school diploma or equivalent; some college preferred
- Strong clerical skills
- Must be able to trouble shoot and problem solve
- 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
At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!
Other benefits you will enjoy:
- Medical, Dental, and Vision (PPO and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation, Sick, and Personal Time Off
- Flexible Spending Accounts for:
- Healthcare
- Dependent care
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.
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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.