Job Description
Position Summary
HUB International Investment Services is a nationally recognized Retirement Plan Consulting firmseekinga detail-oriented, proactive Client Service Coordinator to support our growing retirement plan advisory team. This entry-level role is ideal for a motivated professional who thrives in a fast-paced, client-facing environment and is eager to build a career in financial services. You will play a key role in ensuring seamless committee meeting coordination, client communications, and thetimelyproduction of reports and presentations.
Key Responsibilities
Committee Meeting Coordination
Schedule and coordinate quarterly retirement plan committee meetings, aligning advisor, client, and vendor calendars
Prepare and distribute meeting agendas, invitations, and pre-meeting materials to all stakeholders
Track action items and follow-up tasks from committee meetings
Presentation & Repo...
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