Investments Administrator

iA Financial Group (Industrial Alliance)

Investments Administrator at PPI managing segregated fund trades and providing administrative support. Ensuring compliance and service levels for independent insurance advisors.

Posted 7/23/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-Level💰 CA$48,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing investment products and client accounts, with a strong focus on data accuracy and effective communication. Proficient in handling sensitive information and resolving client inquiries within the investment industry.

Highest-signal resume keywords

Investment Industry ExperienceWealthServ Investment SystemData Entry SkillsBilingual Communication (English and French)Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AccuracyInvestment ProcessingFile ManagementClient Account ManagementFollow-Up Skills

Soft Skills

Interpersonal SkillsTime ManagementProfessional RepresentationProblem-SolvingCommunication Skills

Tools & Technologies

WealthServMicrosoft OfficeOutlookWordExcelPowerPoint

Certifications & Qualifications

FLMIACSAIAA

Industry Keywords

Segregated FundsGICsInvestment ProductsClient AccountsConfidential Information

About the role

Key responsibilities & impact

Facilitate the processing of segregated funds, GICs and other investment products
Assume ownership of assigned files and quality of data
Track and follow-up on pending transfers with carriers
Perform immediate follow-up with advisors regarding missing information
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

Requirements

What you’ll need

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
Ability to represent self and organization in a professional manner
Ability to handle sensitive and confidential information professionally
Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel, PowerPoint
Advanced level of the English and French language required.

Benefits

Comp & perks

Flexibility of a hybrid work environment
Opportunities to learn and develop skills