Our current job postings

National Investments Administrator

  • Employer: PPI Management Inc.
  • Office: 3600 4th Street SE
  • City: Calgary
  • Province: Alberta
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10010366
  • Job type: Permanent Job Full time
  • Apply before: 2021-11-08

Description

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 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.

Responsibilities:

  • 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

  • Bilingualism in English and French will be considered 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.


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.