Investment Operations Specialist

2 days ago

Edmonton, Alberta, Canada iA Financial Group (Industrial Alliance) Full-time

PPI, an independent subsidiary of iA Financial, seeks an Investments Administrator to facilitate segregated fund trades and provide administrative support in a compliant, timely manner to stay aligned with service standards for advisors.
Responsibilities include processing investments, following up transfers, resolving issues, creating WealthServ client accounts, and coordinating with carriers and advisors in English and French. Hybrid work option available.