PPI company overview:
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.
Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.
For more information about PPI visit: www.ppi.ca
To maintain PPI’s exacting level of service, we are looking for a National Investments Administrator to join our Calgary or Toronto office.
National Investments Administrator
The primary focus of the National Investments Administrator is to effectively facilitate the processing for investment data reconciliation and Fundserv investment commissions nationally.
Reconcile daily settlement and transaction files and monthly position and client demographic files
Assist in processing weekly commission runs for all dealer offices, including posting weekly sales and trailer fee commissions to back office system; reconciling commission data; managing the debt collection process and garnishment requests; processing EFT payments to advisors; and reporting commission revenue to all dealer offices and senior management on a weekly basis
Provide support to regional dealer offices in terms of technical and data integrity issues related to the investment back office
Prepare and distribute reports on a weekly, monthly and quarterly basis related to investment commissions to appropriate parties
Perform ongoing investment data cleanup and maintenance, including routine data checks using a variety of reporting tools, to ensure data integrity
Ensure data integrity using the reporting tools to review and make corrections to the existing data within the system
Additional responsibilities, duties and special projects as identified
Education, Experience and Skills:
A minimum of 2 years’ experience in the financial services industry with a focus on investment products
Completion of the Investment Funds Course or equivalent
Working knowledge of FundServ desirable
Creative problem solver with highly developed critical thinking skills
Self-motivated with the ability to work independently while being committed to functioning as a team player
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 Microsoft Office programs; Outlook, Word, and PowerPoint, with advanced knowledge with Excel in particular
Excellent English language skills, both oral and written due to frequent interactions with English-speaking colleagues, internal partners or clients across Canada. Speaking French is an asset
We thank all candidates for applying, however only those selected for an interview will be contacted. Your resume may be used for other vacancies.