Investments Administrator

iA Financial Group (Industrial Alliance); Calgary; Hybrid; CAD 43,000 - 53,000; Full time

Job summary

PPI Management Inc. is seeking an Investments Administrator to efficiently process segregated fund trades and provide essential administrative support. The role emphasizes compliant, accurate, timely tasks to ensure service levels for advisors are met.

With at least two years in the investment industry, you will manage data, follow up with carriers, and collaborate with advisors in a bilingual English-French environment, while handling confidential information with professionalism.

Qualifications

• Minimum 2 years’ experience in the investment industry.
• Desirable professional designations (FLMI, ACS, AIAA).
• Strong organizational and time-management skills with ability to multi-task.
• Accurate data entry and high attention to detail.
• Excellent written and verbal communications skills.
• Ability to work in a team and maintain professional relationships.
• Able to handle confidential information discreetly.
• Proficient in WealthServ and Microsoft Office programs.

Responsibilities

• Process segregated fund trades, GICs and related investment products with carriers.
• Own assigned files, ensure data quality and resolve urgency blockers.
• Track pending transfers and follow up with carriers.
• Follow up with advisors for missing information or discrepancies.
• Resolve issues, questions or complaints related to investments.
• Create new client accounts in WealthServ Investment System.
• Manage incoming/outgoing Investments mail and service levels.
• Support additional duties and special projects as needed.

Skills

Attention to detail

Excellent communication

Team collaboration

French language skills

English language skills

Data entry

Microsoft Office

Education

Damely English-French bilingual required

2+ years investment industry experience

Tools

WealthServ

Outlook

Excel

PowerPoint

Job description

Job Description

PPI company overview:

PPI (an independent subsidiary of iA Financial)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.

For more information about PPI visit: www.ppi.ca.

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:

• 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

• Advanced level of the English and French language required as incumbent will need to collaborate with employees, advisors, carriers, vendors and internal stakeholders to provide coaching, communicate operational priorities, coordinate system and process changes, resolve escalated issues, and support day-to-day operations.

This role is for an existing position. The expected salary range for this position starts at $48,000 and will be commensurate with the candidate’s experience and skill set.

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.

Location(s)

Edmonton, 5241 Calgary Trail NW

Other Possible Location(s)

Vancouver / 505 Burrard StreetWinnipeg / 360 Main StreetCalgary / 205 Quarry Park Boulevard SE

Company

PPI Management Inc.

Posting End Date

2026-09-25

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.