Join PPI Management as an Investments Administrator based in Edmonton, leveraging a hybrid work environment to support independent insurance advisors. Focus on compliance and timely execution of fund trades. In this critical role at PPI Management, you will be the key to facilitating the processing of segregated funds and investment products.

Your responsibilities will include ensuring that trade processing aligns with compliance protocols while addressing any issues that may arise during the transaction process. PPI values diversity and offers a team-oriented workplace for professional growth. Key Responsibilities:

- Oversee the processing of investment trades and funds
- Ensure data accuracy and address file urgencies




- Track transfers and collaborate with carriers effectively
- Proactively communicate with advisors about relevant documentation
- Resolve questions and issues related to investment operations

Requirements:

- Minimum of 2 years’ experience in the investment sector
- Industry designations such as ACS or FLMI preferred
- Proven detail orientation and organizational skills
- Must be proficient in WealthServ and Microsoft Office
- Bilingual in English and French is essential

Utilize your investment knowledge and administrative skills to thrive at PPI Management.

📌 Investments Administrator Role at PPI (Calgary)
🏢 iA Financial Group (Industrial Alliance)
📍 Calgary