About this role
Transfer Specialist at Hubinternational. Location: Woodbridge or Winnipeg or Vancouver or Calgary or Montreal. Role: Process transfers, Maintain records, Liaise carriers Requirements: Manage advisor transfers, update servicing and commission changes, liaise with brokers and carriers; maintain WealthServ records; resolve discrepancies; participate in projects. Category: Business Operations Seniority: Entry Level Tools: MS Word, Excel, WealthServ, APEXA Commitment: Full Time Workplace: Hybrid Languages: English