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Investments Administrator

  • Employer: PPI Management Inc.
  • Office: 3600 4th Street SE
  • City: Calgary
  • Province: Alberta
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10005512
  • Job type: Permanent Job Full time

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.

Description

Shaping Dreams Into Legacies

PPI elevates independent financial advisors to the next level.

Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation.  A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.

Unparalleled resources. At your command.

To maintain PPI’s exacting level of service, we are looking for an Investments Administrator to join our Calgary team. 

Investments Administrator

The primary focus of the Investments Administrator is to effectively facilitate the processing of segregated fund trades and provide administrative support within the scope of the role, ensuring all tasks are processed in a compliant, accurate and timely manner to ensure service levels to advisors are maintained.

Key Responsibilities:

  • Facilitate the processing of segregated funds, GICs and other investment products with insurance carriers ensuring process protocols and service standards are consistently maintained.
  • Assume ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible.
  • Track and follow-up on pending transfers with carriers.
  • Perform immediate follow-up with advisors regarding missing information, supporting documentation, information discrepancies and unclear instructions.
  • Effectively resolve any issues, questions or complaints as they pertain to investments.
  • Establish and facilitate new client accounts within the WealthServ Investment System.
  • Manage incoming and outgoing Investments mail to ensure all service standards are met.
  • Additional responsibilities, duties and special projects as identified.

Education, Experience and Skills:

  • A minimum of 2 years' experience in the investment industry
  • Industry designations (FLMI, ACS, AIAA) desirable
  • Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities
  • Proven accuracy, attention to detail and data entry skills
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
  • Ability to represent self, office and organization in a professional, positive manner at all times
  • Ability to handle sensitive and confidential information in a professional manner
  • Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
  • Bilingual in English and French an asset

We thank all applicants for applying, however, only those selected for an interview will be contacted.  Your resume may be used for other vacancies.

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

Our Commitment

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.

Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to accessiblecareers@ia.ca.