Enhance your career with PPI Management as an Investments Administrator in Edmonton. Focused on segregated fund trades, this hybrid role combines accuracy and compliance in a team-oriented environment.
PPI Management, an independent subsidiary of iA Financial, is seeking an Investments Administrator. This role is vital in efficiently processing trades for segregated funds and other investment products. You will ensure that every task meets compliance standards while maintaining the high service levels expected by advisors. Join a team that values integrity, accuracy, and a socially responsible mindset.
Key Responsibilities:
• Facilitate processing of investment products and segregated funds
• Manage assigned files, ensuring data quality and urgency




• Track pending transfers and follow up with carriers
• Communicate promptly with advisors on missing information
• Resolve investment-related issues and complaints
Requirements:
• Minimum 2 years experience in the investment industry
• Industry designations like FLMI or ACS are desirable
• Superior organizational and time management skills
• Proficient in WealthServ and Microsoft Office
• Advanced English and French communication skills
Leverage your skills in investment administration and make a positive impact with PPI Management.
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📌 Investment Administrator at PPI Management (Calgary)
🏢 iA Financial Group (Industrial Alliance)
📍 Calgary