Join PPI Management as an Investments Administrator and provide essential administrative support in a hybrid work setup. Drive efficient processing of segregated fund trades while ensuring compliance.

In this hybrid role at PPI Management, the Investments Administrator becomes pivotal in enhancing service levels for independent insurance advisors. With two years of experience in the investment industry, you will facilitate investment products while maintaining data quality and compliance. Solid communication skills in both English and French are essential for interacting with diverse stakeholders.

Key Responsibilities:
• Facilitate processing of investment products with carriers
• Assume ownership of data quality for assigned files
• Track pending transfers and follow up effectively




• Assist advisors with unclear instructions and missing docs
• Resolve queries related to investments efficiently

Requirements:
• At least 2 years in the investment sector
• Knowledge of WealthServ and Microsoft Office
• Demonstrated accuracy and attention to detail
• Strong interpersonal skills for team collaboration
• Ability to handle sensitive information professionally

Utilize your organizational skills and expertise in investments to support PPI Management's mission of financial security.
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📌 Administrative Role in Investments PPI (Newfoundland and Labrador)
🏢 iA Financial Group
📍 Newfoundland and Labrador