Join PPI as an Investment Administrator in Edmonton, leveraging hybrid work flexibility. Your main role will involve the processing of segregated fund trades and supporting financial advisors.

PPI, an independent part of iA Financial, is looking for an experienced Investment Administrator to manage segregated fund trades and maintain compliance. You will facilitate trade processing while addressing inquiries and assisting in account setups. Your work ensures that independent advisors provide financial security to their clients.

Key Responsibilities:
• Facilitate processing of segregated funds and GICs
• Ensure all service standards and protocols are met
• Handle inquiries regarding missing and unclear information




• Collaborate with advisors to resolve investment issues
• Manage incoming and outgoing investment correspondence

Requirements:
• At least 2 years of investment industry experience
• Industry designations like FLMI or ACS preferred
• Proven attention to detail and organizational skills
• Solid interpersonal and relationship-building abilities
• Bilingual in English and French, essential

Drive efficiency and accuracy in investment administration at PPI while enhancing advisor support.
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📌 Investment Administrator in Edmonton (Alberta)
🏢 Iaawg
📍 Alberta