Operations Associate, Retirement & Private Wealth - Potential for Hybrid Work
HUB International
**Discover a Career That Empowers You — Join HUB International!**
At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.
Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.
As one of the world’s largest insurance brokers — and a proud _Stevie Award-winning workplace_ — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.
**Explore your future with HUB International. Let’s grow together.** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — **HUB is the place for you.**
We currently have an opportunity for an **Operations Associate** to join our Mid-Atlantic Retirement and Private Wealth (RPW) team in our **Bethesda, MD** office.
This role blends client service, office management, and hospitality to ensure smooth daily operations and exceptional client experiences. You will play a key part in creating memorable events, maintaining an efficient office environment, and serving as the central hub for internal and external communications. If you thrive in a dynamic role that balances organization with creativity, we’d love to meet you.
**Job Responsibilities:**
+ Maintain and update the client relationship management system (CRM), including client contact details and household data; audit data for accuracy and generate reports as needed.
+ Use CRM and other internal systems to coordinate with clients to schedule review meetings, send appointment confirmations and reminders, and proactively manage scheduling conflicts.
+ Prepare meeting materials, print forms, and assemble packets for client review appointments and team meetings.
+ Manage the office calendars, including conference room scheduling and company-wide memos.
+ Serve as the primary point of contact for incoming calls and directory assistance.
+ Coordinate and place facility work orders as needed.
+ Support new team member onboarding with office orientation and systems training.
+ Document office processes and maintain an office procedures manual.
+ Gather and organize client feedback following events and meetings.
+ Plan and execute client experience events as well as internal team gatherings, managing all logistics from concept to completion.
+ Coordinate and manage special occasion gifting (birthdays, retirements, condolences, celebrations, holidays), including maintaining a gifting calendar and tracking budget.
+ Provide hospitality support for in-office client visits and meetings.
+ Act as liaison with external vendors, including tech support providers and parking companies; manage parking validations and track vendor contracts and service agreements.
+ Manage office and kitchen supplies inventory, negotiate with suppliers, and maintain a clean, welcoming, and organized environment.
+ Oversee mail operations: collection, sorting, scanning, logging, and outgoing shipments (UPS, FedEx, USPS).
**Qualifications:**
+ Experience in office coordination, client services, or administrative support roles.
+ Excellent organizational skills with the ability to juggle multiple priorities.
+ Strong interpersonal and communication skills — both written and verbal.
+ Experience managing calendars, coordinating events, and handling office supply procurement.
+ Familiarity with CRM systems (e.g., Salesforce, HubSpot) and office software (MS Office, Google Suite).
+ Comfortable liaising with vendors and external partners.
+ A proactive, can-do attitude with keen attention to detail.
+ Ability to maintain discretion with confidential information.
+ Bonus: Experience in hospitality, event planning, or facilities coordination.
**What We Offer You:**
At HUB International, we’re invested in your success — both inside and outside of work. Our benefits are designed to support your well-being, empower your growth, and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance, we’ve got you covered.
We believe in continuous learning and career momentum. Whether you're just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you thrive. When you grow, we grow!
Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:
+ Medical, Dental, Vision and Prescription Drug Coverage
+ Health Plan Reimbursement Program
+ Health Savings Account (HSA)
+ 401(k) Savings Plan
+ Employee Assistance Program (EAP)
+ Comprehensive Wellness Program
+ Flexible Spending Accounts (FSAs)
+ Life and Disability Plans
+ Long-Term Care
+ Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
+ Low-Cost Loan Program and Student Loan Resources
+ Vacation, Holiday, Sick, and Personal Time Off
+ Comprehensive Onboarding
+ Continuing Education
+ Flexible Work Arrangements
+ Dress for Your Day Dress-Code
**Culture & Belonging Employee Networks:**
At HUB, inclusion isn’t just a core value — it’s a shared commitment. We’re building a workplace where every voice is heard, every person is respected, and everyone can show up as their authentic self.
One of the easiest ways to get involved is by joining one of our Culture & Belonging Employee Networks — communities where connection, support, and impact come to life.
Currently we have the following networks:
+ HUB Women Network
+ HUB Black Inclusion Network
+ Asian Pacific Islander Network
+ Hispanic Network
+ HUB Young Professional Enrichment (HYPE)
+ Indigenous Network
+ Pride Network
+ Military Veterans/Military Spouses & Families Network
Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:
+ Talent – the attraction, recruitment, and hiring of the best diverse talent;
+ Culture – creating a culture of Inclusion and Belonging; and
+ Community – having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.
**_The expected salary range for this position is_** **_$25.64 to $28.21 hourly_** **_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 which could include 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._**
Apply today!
*LI-AM
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 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.
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