Step into a rewarding hybrid Investments Administrator position at PPI Management in Edmonton. Focus on supporting insurance advisors with accurate trade processing for financial products.

PPI Management, part of the iA Financial group, invites applications for the Investments Administrator role. You will be responsible for the seamless handling of segregated fund trades, ensuring compliance and efficiency throughout the process. Collaboration with advisors and carriers is essential to resolve any discrepancies and maintain optimal service levels. Join our inclusive team dedicated to delivering exceptional service and support.

Key Responsibilities:
• Process segregated funds and investment products with accuracy
• Maintain ownership of assigned files and manage data quality




• Follow up on pending transfers and communicate with advisors
• Address queries and complaints regarding investments
• Set up current client accounts in the WealthServ Investment System

Requirements:
• At least 2 years in the investment industry
• Preferred designations include AIAA or FLMI
• Strong organizational and data entry skills
• Experience with Microsoft Office and WealthServ
• Bilingual in English and French is required

Bring your expertise to PPI Management and help elevate the advisor experience.
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📌 PPI Investments Administrator - Hybrid Role (Alberta)
🏢 iA Financial Group (Industrial Alliance)
📍 Alberta