Assistant, Strategic Initiatives

**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.

**Assistant, Strategic Initiatives**

Reporting to the Consultant, Strategic Initiatives and Project Management and supporting members of the senior management team (SMT) as identified, the Assistant, Strategic Initiatives is responsible for providing executive-level, full scope support in advancing a broad range of corporate and sales initiatives and ensuring the efficient day-to-day operations of the President’s Office.

**Key Responsibilities**
- Actively coordinate a number of administrative functions and reporting requirements for the President’s Office and other SMT areas.
- Proactively identify and take accountability for administrative matters, addressing and resolving issues and challenges that arise, using initiative and problem-solving skills.
- Ensure all identified communications are responded to in a timely fashion, independently actioning routine enquiries and escalating complex enquiries to appropriate parties based on knowledge of practice, structure and/or process.
- Proactively manage calendars, scheduling appointments and undertaking routine decision-making related to escalation, delegation, and access based on priorities.
- Arrange detailed travel plans, itineraries, and agendas, compiling documents for travel-related meetings.
- Create, review and distribute various communications for the President and CEO as well as members of the SMT, as required, handling routine communications on their behalf and reporting on actions taken.
- Perform critical review of various communications and presentations as well as design and coordination of various materials for presentations (slides, agendas, minutes, follow up, etc.).
- Coordinate and manage the scheduling of internal and external meetings and events (conference calls, video conferences, in person, etc.), including logistics/securing meeting space, catering, and agenda and document preparation, creating briefing documents as required as well as compiling and distributing minutes of meetings when required and following up on action items.
- Act as a bridge for smooth communication between the President’s Office and internal and external stakeholders, demonstrating leadership to maintain credibility, trust and support with senior management employees.
- Provide executive support services including routine decision-making related to escalation, delegation and access based on the priorities of the President and CEO and other member of the SMT.
- Reconcile all expenses, ensuring submissions are made within the required guidelines and timeframes.
- Research, prioritize, and follow up on incoming issues and concerns, including those of a critical or confidential nature, and determine appropriate course of action, referral, or response and redirect when appropriate.
- Prioritize conflicting needs, handling matters expeditiously, proactively, and following-through on projects to successful completion.
- Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees.

**Education, Experience and Skills**:

- Minimum 7 years administration experience supporting senior level or C-Suite executives.
- Proven self-starter with a proactive mindset, excellent judgement, initiative and resourcefulness.
- Advanced skills with MS Office Products. Outlook, Excel, and PowerPoint etc.
- Experience working with spreadsheets and financial information, and developing reports, presentations and work plans.
- Impeccable organizational and time management skills, including the ability to prioritize work to manage multiple deadlines and competing demands, taking full responsibility for ensuring task completion.
- Proven flexibility and adaptability