Investments Administrator (BB-11E3E)
Found in: Neuvoo CA
PPI company overview:
Shaping Dreams Into Legacies
PPI elevates independent financial advisors to the next level.
Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation. A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.
Unparalleled resources. At your command.
Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.
For more information about PPI visit:
To maintain PPI’s exacting level of service, we are looking for an Investments Administrator to join our Toronto or St. John’s office. This is a term position of approximately 12 months.
The primary focus of the Investments Administrator is to effectively facilitate the processing of segregated fund trades and provide administrative support within the scope of the role, ensuring all tasks are processed in a compliant, accurate and timely manner to ensure service levels to advisors are maintained.
Facilitate the processing of segregated funds, GICs and other investment products with insurance carriers ensuring process protocols and service standards are consistently maintained.
Assume ownership of assigned files and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible.
Track and follow-up on pending transfers with carriers.
Perform immediate follow-up with advisors regarding missing information, supporting documentation, information discrepancies and unclear instructions.
Effectively resolve any issues, questions or complaints as they pertain to investments.
Establish and facilitate new client accounts within the WealthServ Investment System.
Manage incoming and outgoing Investments mail to ensure all service standards are met.
Additional responsibilities, duties and special projects as identified.
Education, Experience and Skills:
A minimum of 2 years' experience in the investment industry
Industry designations (FLMI, ACS, AIAA) desirable
Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
Ability to represent self, office and organization in a professional, positive manner at all times
Ability to handle sensitive and confidential information in a professional manner
Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
Bilingualism in English and French would be an asset
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.
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