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 Distribution Centre Administrator to join our PPI Toronto Office.
Distribution Centre Administrator
The primary focus of the Distribution Centre Administrator is to receive, sort and distribute incoming mail and prepare outgoing mail for all internal and external contacts. The Distribution Centre Administrator also provides Reception relief and responsibilities and other administrative duties as required.
Incumbents must maintain a high level of accuracy and attention to detail and be able to communicate clearly and professionally with all levels of employees and must be able to prioritize work appropriately.
Sort and distribute mail as it pertains to all advisors, staff and departments.
Sort and prepare all outgoing mail daily.
Process the collection and delivery of courier packages.
Assume ownership of assigned responsibilities, including recognizing any urgencies and assisting in the resolution of problems.
Resolve issues with delivery and/or distribution of mail.
Maintain and update distribution lists as per internal policies and procedures, if required.
Weigh mail to determine exact postage costs using the postage meter.
Readdress undeliverable mail due to incomplete address information or other reasons.
Create and/or upload documents into the WealthServ system as needed.
Ensure all time-sensitive notices are securely emailed/communicated to advisors in a timely fashion.
Provide reception relief as requested and required.
Answer telephone calls in an efficient and professional manner, directing and redirecting calls or taking messages as appropriate.
Additional responsibilities, duties and special projects as identified.
Education, Experience and Skills:
A minimum of 2 years' experience in a clerical, administrative or similar role
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
Knowledge of commonly used office equipment and telephone/voice mail systems
Bilingualism in French and English 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.