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 cooperative workplace. 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. #J-18808-Ljbffr

📌 Investment Administrator At Ppi Management Calgary (Canada)
🏢 iA Financial Group (Industrial Alliance)
📍 Canada