FP&A specialist leading financial planning, collaboration with business leaders and performance monitoring for a client. Driving insights to enhance forecasting and support growth initiatives.
IA
Hybrid Investments Administrator
Posted 2 months ago
About the role
- Investments Administrator at PPI facilitating investment trade processing and client administrative support. Engaging in a hybrid work environment with a focus on compliance and customer service.
Responsibilities
- Facilitate the processing of segregated fund trades
- Provide administrative support to ensure compliance and accuracy
- Track and follow-up on pending transfers with carriers
- Resolve issues related to investments
- Establish and facilitate new client accounts
- Manage incoming and outgoing Investments mail
- Complete additional responsibilities and projects as assigned
Requirements
- A minimum of 2 years' experience in the investment industry
- Industry designations (FLMI, ACS, AIAA) desirable
- Superior organizational and time management skills
- Proven accuracy, attention to detail and data entry skills
- Excellent written and verbal communication skills
- Strong interpersonal skills with the ability to develop relationships
- Knowledge of WealthServ and Microsoft Office
- Bilingual in French and English is an asset
Benefits
- Hybrid work environment (up to 3 days from home)
- Opportunities for learning and development
- Collaborative and inclusive culture
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