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.

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