Our current job postings

Administrator, Business Resources

  • Employer: PPI Management Inc.
  • Office: 2235 Sheppard Avenue E
  • Location: North York, Ontario
  • Other Possible Location(s): Quebec, Quebec; Brossard, Quebec
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10013646
  • Job type: Permanent Job Full time
  • Apply before: 2022-06-13

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 bilingual Administrator, Business Resources to join our Toronto, Quebec, or Brossard office.

Administrator, Business Resources

Working closely with the Manager, Business Resources – Eastern Canada, the Administrator, Business Resources is responsible for providing effective administrative support and services to the contracting functions of PPI Advisory Toronto and Quebec by managing the contracting needs of existing and/or new Advisors.   

Responsibilities:

  • Effectively facilitate the completion of all new contracting and transfers including licenses, liability insurance and registration renewals, inputting and updating information in WealthServ as necessary

  • Ensure all contracting documentation is received, properly completed and signed, acting as liaison between the broker, the Manager, Business Resources and PPI Advisory contracting team regarding any outstanding information

  • Assist the Manager, Business Resources in obtaining information required to respond to inquiries from Advisors and sales staff regarding commissions and contracting

  • Process routine Advisor service needs such as address changes, transfers, chargeback queries, etc.; ensuring all information in WealthServ is up to date and accurate

  • In conjunction with the IT team, manage set up and change requests, ensuring proper functioning with brokers

  • Provide support to Advisors regarding how to access documents, etc.

  • In conjunction with the compensation team, research banking information to ensure accuracy, making any updates as required

  • Provide translation support to various PPI Teams

  • Provide backup for Reception during vacations and absences

  • Assist the Manager, Business Resources, with the coordination of employee events

  • Provide administrative support for the office as requested and required

Education, Experience and Skills:

  • Must be fluently bilingual in French and English with demonstrated translation skills

  • Minimum of 3 years’ experience in an administrative role, preferably in the insurance and financial services industry

  • Considerable previous experience in an office environment

  • Knowledge of life insurance and contracting processes desired

  • Excellent written and verbal communication skills

  • Demonstrated strong service-orientation and attention to detail

  • Ability to handle multiple tasks and move between projects continuously

  • Excellent time management skills with proven ability to prioritize and demonstrated initiative

  • Team player with excellent interpersonal skills and a demonstrated ability to develop and maintain relationships

  • Ability to handle confidential information in a professional manner

  • Excellent knowledge of MS Office (Excel, Word and Outlook) required

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.