Take on the role of Investments Administrator at PPI in a hybrid work setting. Concentrate on processing trades of segregated funds while supporting our advisor network.

As part of iA Financial, PPI is searching for a meticulous Investments Administrator to streamline trade processes for segregated funds and maintain service quality. This position requires a proactive approach, recognizing urgent issues while assisting advisors with their inquiries and supporting new client accounts.

Key Responsibilities: • Process segregated funds and investment products efficiently • Track pending transfers and follow up with stakeholders • Resolve discrepancies and assist advisors promptly • Manage the establishment of client accounts in WealthServ • Oversee investment-related correspondence

Requirements: • 2+ years of experience in the investment sector • Relevant industry designations (FLMI, ACS, AIAA) an asset • Solid organizational and multitasking abilities • Exceptional verbal and written communication skills • Bilingual in English and French, essential

Be part of a team that empowers independent advisors and contributes to financial well-being at PPI. #J-18808-Ljbffr

📌 PPI Hybrid Investments Administrator Role (Winnipeg)
🏢 Iaawg
📍 Winnipeg