- 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.
- 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 (English and French) beneficial but not required
Investments Administrator - Vancouver, Canada - PPI Management Inc.
Description
Description
PPI company overview:
is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset.
At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.
When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.
Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.
PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.
Investments Administrator
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.
Key Responsibilities:
Education, Experience and Skills:
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.