Strengthen benefits operations through compliant documentation, technology support, and detail-focused administration at PPF Benefits & Retreat. Regular client-meeting travel is required.

PPF Benefits & Retreat is seeking an Administrative Assistant for a changing environment with multiple priorities. This position supports Benefits, Client Experience, and IT Integration activities through data entry, troubleshooting, reporting, processing, and operational recommendations. Strong MS 365 knowledge, professionalism, initiative, and collaboration are essential.

Key Responsibilities:

- Process applications, service requests, and client transactions
- Assist technology troubleshooting and group-wide projects
- Format, print, and organize advisor documentation




- Monitor office and hospitality supplies and ordering
- Recommend improvements to client processes and procedures

Requirements:

- Strong MS 365 knowledge, including Word, Excel, PowerPoint, Outlook
- Knowledge of compliance, regulations, and legal ethics
- Highly organized with strong attention to detail
- Proactive, accountable, responsible, and collaborative approach
- Knowledge of perks industry, insurers, products, and procedures preferred

Use technical acumen, compliance awareness, and precise administration to support benefits operations, advisors, and client service.

📌 Benefits Operations Administrative Assistant (Peterborough)
🏢 PPF Foundation
📍 Peterborough