Job Description

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.

For more information about PPI visit: www.ppi.ca.

Mail Services Administrator

The primary focus of the Mail Services Administrator is to receive, sort and distribute incoming mail and prepare outgoing mail for all internal and external contacts.  The Mail Services Administrator also provides Reception relief and responsibilities and other administrative duties as required. 

Incumbents must maintain a high level of accuracy and attention to detail and be able to communicate clearly and professionally with all levels of employees and must be able to prioritize work appropriately.

Responsibilities:

• Sort and distribute mail as it pertains to all advisors, staff and departments

• Sort and prepare all outgoing mail daily

• Process the collection and delivery of courier packages

• Assume ownership of assigned responsibilities, including recognizing any urgencies and assisting in the resolution of problems

• Resolve issues with delivery and/or distribution of mail

• Maintain and update distribution lists as per internal policies and procedures, if required

• Weigh mail to determine exact postage costs using the postage meter

• Readdress undeliverable mail due to incomplete address information or other reasons

• Create and/or upload documents into the WealthServ system as needed

• Ensure all time-sensitive notices are securely emailed/communicated to advisors in a timely fashion

• Provide reception relief as requested and required

• Answer telephone calls in an efficient and professional manner, directing and redirecting calls or taking messages as appropriate

• Additional responsibilities, duties and special projects as identified

Education, Experience and Skills:

• A minimum of 2 years' experience in a clerical, administrative or similar role

• 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

• Knowledge of commonly used office equipment and telephone/voice mail systems

• Bilingualism in French and English an asset

This role is for an existing position. The expected salary range for this position starts at $40,000 and will be commensurate with the candidate’s experience and skill set.

We thank all applicants for applying, however, only those selected for an interview will be contacted.  Your resume may be used for other vacancies.

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Company Overview

iA 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 25,000 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.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

At 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 with your needs.