Elevate your career as an Investments Administrator with PPI, part of iA Financial, in a hybrid work environment. Ensure accurate processing of segregated fund trades and support advisors effectively each day.
PPI is seeking an Investments Administrator to provide essential administrative support for segregated funds and investment products. With a minimum of two years' experience in the investment industry, you will manage files, resolve issues, and maintain compliance during fund processing. This position offers the unique prospect to work within a collaborative team at a socially responsible company focused on financial security.
Key Responsibilities:
• Facilitate processing of segregated funds and GICs with precision
• Own assigned files and ensure quality data management




• Track and follow-up on pending transfers efficiently
• Perform follow-ups with advisors on missing information
• Resolve investment-related queries and complaints promptly
Requirements:
• Minimum of 2 years' experience in the investment industry
• Industry designations like FLMI, ACS, or AIAA are a plus
• Strong organizational, time management, and data entry skills
• Excellent communication abilities in English and French
• Proven experience in maintaining sensitive information confidentiality
Join PPI and become a crucial part of our mission to support independent insurance advisors in Canada.
#J-18808-Ljbffr

📌 Investments Administrator with PPI Hybrid Role (Toronto)
🏢 iA Financial Group (Industrial Alliance)
📍 Toronto