Our current job postings

Investments Administrator

  • Employer: PPI Management Inc.
  • Office: 1200-2235 Sheppard Avenue E
  • City: Toronto
  • Province: Ontario
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10010463
  • Job type: Permanent Job Full time
  • Apply before: 2021-10-22

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 an Investments Administrator to join any of our Eastern Canada PPI locations including Toronto, Québec, Montreal, Halifax and St. John’s.

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 investments 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

  • Bilingualism 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.


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.