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 current 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
• Robust 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.
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📌 Ppi Hybrid Investments Administrator Role Alberta
🏢 Iaawg
📍 Alberta