Job Purpose:

This position will be responsible for overseeing the operations, compliance and administrative staff supporting RPW Client Services in the Blue Bell office.

Duties & Responsibilities:

• Maintains strong and effective relationships with clients, co-workers, retirement plan vendors and other business contacts.

• Ensure that administrative staff are providing appropriate services levels and results, for their assigned workload.

• Ensures Operations are in line with LPL, GRP and HUB Compliance guidelines.

• Works closely with Client Service Manager, to optimize operational processes.

• Supports the implementation and use of RPW tools and procedures.

• Ensures the use of, and timely updates to, client databases.

• Manages prospective clients and cross-selling queue and reports to upper management.

• Assists the sales team with marketing materials, and RFPs.

• Oversees client invoicing and revenue tracking.

• Participates in Budget preparation.

• Performs other duties as assigned.

Qualifications:

• 1-2 years of experience with Retirement Plans preferred.

• Experience managing staff.

• Proficient in MS Office applications, including PowerPoint, MS Word, and Outlook.

• Excellent organization skills and strong attention to detail.

• Excellent written and verbal communication skills.

• Proven ability to establish and maintain relationships with clients and recordkeepers.

• Ability to manage multiple responsibilities in a deadline driven environment.

• Ability to work independently and collaboratively with a team.

Department Office Administration & Clerical

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

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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.