About HUB:

HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Summary:

We are looking for a professional, organized, detail-oriented team player to join HUB International Investment Services, a nationally recognized Retirement Plan Consulting & Wealth Management Firm. This is a part-time position, requiring 20-30 hours per week.

In this role, you will:

• Oversee document control for all Wealth Management clients in Denver as well as Salt Lake City offices

• Facilitate account openings and new client integration

• Monitor cash balances and distributions in wealth management clients

• Schedule Wealth Management client reviews and organize 401k education efforts;

• Aid in the process of transferring client assets

• Build out the marketing and presentation pieces used in education efforts Organize the annual cadence of meetings with clients via office and virtual

• Have responsibility for presenting financial wellness information to our clients in group and one on one settings

• Assists with the preparation of meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and proprietary reporting systems

• Prepare Wealth Management meeting agenda’s

• Assist with client events, client support, and special projects

• Keep our marketing databases up to date by gathering necessary information and by entering the data in a timely manner

• Be willing to be part of team that helps each other meet our goals to grow our book of clients

Valuable experience for someone applying for this job:

• Proficient in Microsoft Office including Word, Excel, PowerPoint and Outlook

• Background in financial services, insurance or employer benefits industries including any knowledge of retirement plans and investments (3-5 years experience preferred)

• Comfortable speaking with people in group settings or over the phone, with a positive attitude, and professional interpersonal skills

• Project management experience with working on several projects with different timelines simultaneously

• Strong attention to detail and organizational skills

• Independent person able to problem solve and work well without oversight

What we offer you:

• A rewarding job that helps local businesses in the community

• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

• Generous time-off policies

• A work/life balance because that’s important for all of us

• Learn from the expertise of your coworkers

• Growth- HUB is growing, and so can your career

• Be part of a motivated team

• Additional benefits based on qualifications of applicant

• This position pays $26-$30 per hour, depending on experience

Why Choose HUB?

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

#LI-WG

#INDUS

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

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 (https://hubinternational.jobs/eeo/)

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