Operations Analyst - Retirement Private Wealth

About the role

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another's success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Summary of Responsibilities

As an Operations Analyst, you will be responsible for working with the Account Management Team to assist in the day-to-day operations of defined contribution retirement plans.

Specific Responsibilities

Technology Operations & Maintenance

• Perform routine data entry, formatting, and validation tasks within systems such as CRM, ASC VAL, and PensionPro.
• Help maintain system accuracy by identifying and flagging data discrepancies for review.
• Assist with running pre-defined scripts or processes to automate repetitive tasks (with support).
• Assist with documentation updates for internal procedures.

Administrative and Compliance Tasks

• Load recordkeeper and census data into compliance systems.
• Prepare draft versions of standard compliance forms such as Form 5500.
• Assist with organizing and saving client documents in appropriate folders using naming conventions.
• undefined Audit Support audit prep by pulling data from internal systems and formatting for review.Send communications to clients for data requests.Perform basic data reconciliation checks using Excel. Other Duties Perform other duties and projects as assigned to support the team and ensure smooth business operations. QUALIFICATIONS: 0-2 years of experience in Finance and Accounting, TPA, or systems analyst role. Familiarity or willingness to learn with retirement plan software such as ASC, PensionPro, and CRM systems.Strong analytical, organizational, and problem-solving skills.Proficient in Microsoft Office.Demonstrated basic problem-solving skills.

Pay and benefits

The expected salary range for this position is $60,000 annually- $75,000 annually and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

What we offer you

• We invest in your growth.
• HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career.
• Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.