Investments Administrator
4 days ago
- Job category: Not Evaluated (Job Family)
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.
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.
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
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
We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.
Our employees are our best investment and we have much to offer them.
Company OverviewAboutiA 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 50,000 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.
Our commitment to Diversity and InclusionAt 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.
#J-18808-Ljbffr-
Vice President of Real Estate Investment
3 weeks ago
Golden Horseshoe, Canada Avenu Properties Full timeWelcome to Avenu Properties Corporation, a distinguished leader in real estate investment and management firm based in Toronto, Ontario. Our dynamic portfolio encompasses a range of assets, from residential developments to income-generating properties, reflecting our commitment to excellence in modern real estate. Explore our diverse holdings, including...
-
Vice President of Real Estate Investment
3 weeks ago
Golden Horseshoe, Canada Avenu Properties Full timeWelcome to Avenu Properties Corporation, a distinguished leader in real estate investment and management firm based in Toronto, Ontario. Our dynamic portfolio encompasses a range of assets, from residential developments to income-generating properties, reflecting our commitment to excellence in modern real estate. Explore our diverse holdings, including...
-
Procurement Administrator
3 days ago
Golden Horseshoe, Canada Aecon Concessions Full timeSelect how often (in days) to receive an alert: It has come to our attention that various international organizations or individuals have been offering false employment opportunities at Aecon Group Inc. Aecon Group Inc. employment policies and processes involve interviews, and candidates who seek employment are never required to pay us any sum of...
-
Procurement Administrator
1 day ago
Golden Horseshoe, Canada Aecon Concessions Full timeSelect how often (in days) to receive an alert: It has come to our attention that various international organizations or individuals have been offering false employment opportunities at Aecon Group Inc. Aecon Group Inc. employment policies and processes involve interviews, and candidates who seek employment are never required to pay us any sum of...
-
IT Administrator
2 weeks ago
Golden Horseshoe, Canada RioCan Full timeWho We AreRioCan is one of Canada's largest Real Estate Investment Trusts (REIT). We own, manage and develop retail-focused, increasingly mixed-use properties in Canada's major markets. We pioneered the REIT concept almost 30 years ago and have transformed Canadian real estate. We are proud to be recognized as one of Canada's Greenest Employers and a Greater...
-
Sr. Branch Administrator
3 days ago
Golden Horseshoe, Canada Canadian Imperial Bank of Commerce Full timeSr. Branch Administrator (10 month contract) page is loaded Sr. Branch Administrator (10 month contract) Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2413944 We’re building a relationship-oriented bank for the modern world. We...
-
Sr. Branch Administrator
5 hours ago
Golden Horseshoe, Canada Canadian Imperial Bank of Commerce Full timeSr. Branch Administrator (10 month contract) page is loaded Sr. Branch Administrator (10 month contract) Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2413944 We’re building a relationship-oriented bank for the modern world. We...
-
IT Administrator
2 weeks ago
Golden Horseshoe, Canada RioCan Full timeWho We AreRioCan is one of Canada's largest Real Estate Investment Trusts (REIT). We own, manage and develop retail-focused, increasingly mixed-use properties in Canada's major markets. We pioneered the REIT concept almost 30 years ago and have transformed Canadian real estate. We are proud to be recognized as one of Canada's Greenest Employers and a Greater...
-
IT Administrator
2 weeks ago
Golden Horseshoe, Canada RioCan Full timeWho We AreRioCan is one of Canada's largest Real Estate Investment Trusts (REIT). We own, manage and develop retail-focused, increasingly mixed-use properties in Canada's major markets. We pioneered the REIT concept almost 30 years ago and have transformed Canadian real estate. We are proud to be recognized as one of Canada's Greenest Employers and a Greater...
-
Senior Systems Administrator
2 weeks ago
Golden Horseshoe, Canada Tangerine Bank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: Tangerine is Canada's leading direct bank. We offer...
-
Senior Systems Administrator
7 days ago
Golden Horseshoe, Canada Scotiabank Full timeRequisition ID: #Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal...
-
Senior Systems Administrator
7 days ago
Golden Horseshoe, Canada Scotiabank Full timeRequisition ID: #Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal...
-
Senior Systems Administrator
1 month ago
Golden Horseshoe, Canada Tangerine Bank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 200018 Tangerine is Canada’s leading...
-
Senior Systems Administrator
1 month ago
Golden Horseshoe, Canada Tangerine Bank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 200018 Tangerine is Canada’s leading...
-
Senior Systems Administrator
3 weeks ago
Golden Horseshoe, Canada Tangerine Bank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 200018 Tangerine is Canada’s leading...
-
Senior Systems Administrator
3 weeks ago
Golden Horseshoe, Canada Tangerine Bank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 200018 Tangerine is Canada’s leading...
-
Senior Systems Administrator
1 month ago
Golden Horseshoe, Canada Tangerine Bank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 200018 Tangerine is Canada’s leading...
-
Senior ServiceNow Developer/Administrator
6 hours ago
Golden Horseshoe, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Senior ServiceNow Developer/Administrator - Hybrid Requisition ID: 202319Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Scotiabank’s Global Technology Enterprise Platforms (GTEP) -...
-
Senior ServiceNow Developer/Administrator
8 hours ago
Golden Horseshoe, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Senior ServiceNow Developer/Administrator - Hybrid Requisition ID: 202319Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Scotiabank’s Global Technology Enterprise Platforms (GTEP) -...
-
Guest Services Representative
4 days ago
Golden Horseshoe, Canada QuadReal Property Group Full timeAbout QuadReal Property GroupQuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $73.8 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in equity and...
