PPI, an independent subsidiary of iA Financial, is seeking an Investments Administrator to join their team in a hybrid workplace. Assist insurance advisors in managing segregated funds and GICs efficiently. This position plays a crucial role in maintaining high service levels and ensuring compliance during investment processing. At PPI, you'll find an inclusive atmosphere where diversity of thought is embraced, allowing you to enhance your skills and career.

Your responsibilities include managing data accuracy, tracking investment transfers, and resolving inquiries from advisors. Key Responsibilities:
Facilitate the processing of investment products
Take ownership of quality in assigned files
Monitor and follow up on transfers with carriers
Communicate with advisors regarding missing details
Address investments-related challenges proactively Requirements:
At least 2 years’ investment industry experience
Desirable designations: FLMI, ACS, AIAA
Proven organizational and detail-oriented skills
Proficient in English and French for effective communication
Experience with WealthServ and Microsoft Office Suite Bring your expertise and attention to detail to enhance PPI's investment services.

📌 Investments Administrator Role At Ia Financial Toronto (Canada)
🏢 iA Financial Group
📍 Canada