Become an Investments Administrator with PPI, an iA Financial subsidiary. This role offers hybrid work and focuses on processing segregated fund trades while providing crucial administrative support.

PPI seeks an Investments Administrator to facilitate segregated funds and investment products. With at least two years in the investment industry, you will ensure the accurate and timely processing of trades, manage client accounts, and resolve advisor inquiries. Your contributions will directly support independent advisors and their clients across Canada.

Key Responsibilities:
• Process trades for segregated funds and investment products
• Manage assigned files with accuracy and ownership
• Track pending transfers and follow up with carriers




• Assist advisors with missing information and discrepancies
• Create and manage recent client accounts in WealthServ

Requirements:
• Minimum 2 years’ experience in the investment industry
• Preferred designations (FLMI, ACS, AIAA)
• Strong organizational and time management skills
• Excellent verbal and written communication abilities
• Bilingual in English and French, required

Support independent advisors’ success through effective investment administration at PPI.
#J-18808-Ljbffr

📌 Investments Administrator at PPI (Alberta)
🏢 Iaawg
📍 Alberta