Join PPI as an Investments Administrator with a focus on processing segregated fund trades in a hybrid work model. Support independent insurance advisors in delivering exceptional financial services.
In this role, your primary responsibility involves managing the lifecycle of investment products while ensuring adherence to compliance. PPI fosters a collaborative setting where your skills and experiences help drive success. You will handle file management, track transfers, and address advisor inquiries promptly.
Key Responsibilities:
• Process segregated funds and investment products efficiently
• Ensure quality and accuracy of assigned files
• Follow up with carriers on pending transfers
• Aid advisors with documentation and clarity issues
• Resolve investment-related inquiries professionally
Requirements:
• 2+ years’ experience in the investment field
• Relevant designations (FLMI, AIAA) preferred
• Excellent time management and multitasking abilities
• Outstanding verbal and written communication skills
• Familiarity with WealthServ and Microsoft tools
Leverage your skills in a role where you can make a real difference at PPI.
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📌 Hybrid Investments Administrator at PPI (Toronto)
🏢 iA Financial Group
📍 Toronto