Become an Investments Administrator with PPI Management and enhance the service experience for independent insurance advisors. This hybrid role focuses on managing segregated fund trades and administrative tasks effectively.

At PPI Management, the Investments Administrator position plays a vital role over a hybrid work environment. You will need a minimum of two years of investment industry experience and knowledge of WealthServ to excel in this role. Your focus will be on ensuring accuracy and compliance while facilitating seamless investment transactions and providing support to advisors.

Key Responsibilities:



• Process segregated funds and GICs with insurance carriers • Manage assigned files and track data quality • Follow up on pending transfers with carriers • Communicate with advisors regarding missing information • Resolve investment-related issues and queries

Requirements: • Minimum 2 years of investment industry experience • Proficient in WealthServ and Microsoft Office • Excellent written and verbal communication in English and French • Solid organizational and time management skills • Ability to handle confidential information professionally

Bring your investment expertise and organizational skills to PPI Management and support independent advisors in achieving their goals. #J-18808-Ljbffr

📌 Investments Administrator at PPI Management (Winnipeg)
🏢 iA Financial Group
📍 Winnipeg