Analyst

Analyst Position

The Analyst is a data integration and reporting specialist that supports the retirement planning division of Shuster Advisory Group. The position works closely with team members to gain fundamental background knowledge on retirement plans, including 401(k), 457(b), 401(a), 403(b) and defined benefit plans as well as experience with reporting, analytics, and client service.

Responsibilities:

• Integrate data from a variety of sources into cohesive and comprehensive presentations and reports.
• Prepare reports to monitor plan participation, performance, and costs.
• Assist in preparation of client and prospect presentations.
• Participate in client meetings/report deliveries.
• Other ad hoc duties as assigned.

Experience & Technical Requirements:

• Strong analytical, problem-solving, planning, and organizational skills.
• Advanced MS Office skills with an emphasis on Excel and PowerPoint.
• Strong written and verbal communication skills.
• Ability to handle multiple time-sensitive projects with a high degree of accuracy and attention to detail.
• Experience with financial analysis and FP&A a plus but not required.
• Experience with retirement plans (401(k), 457(b), 401(a), 403(b), Defined Benefit Plans, etc.) a plus but not required.

The expected salary range for this position is $26.50 - $30/hr depending on geographical location 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.

What we offer you:

• 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

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.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.