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.

Office Coordinator

The primary focus of the Office Coordinator is to be the first point of contact for Advisors, visitors and members of the public.  The Office Coordinator is responsible for answering and directing telephone calls and greeting visitors in a prompt, efficient and friendly manner maintaining a professional demeanor at all times.  The Office Coordinator will also receive, sort and distribute incoming mail and prepare outgoing mail as required.

Key Responsibilities:

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

• Greet and assist or direct visitors, vendors, employees and others as appropriate, ensuring that visitors with appointments are met by the appropriate individual(s).

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

• Respond to general inquiries and requests for information whenever possible.

• Maintain meeting room schedule, if required.

• Maintain reception area.

• Maintain office supplies, ordering new and replacement stock as required.

• Receive and sign for letters, packages and other deliveries.

• Distribute mail as it pertains to all staff and departments within in the office, as required.

• Sort and prepare all outgoing mail daily, as required.

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

• Ensure all time-sensitive notices are emailed to the advisor in a timely fashion, as required.

• Provide administrative support to the sales and operations teams, as required.

• Perform various clerical tasks, as requested.

• Additional responsibilities, duties and special projects as identified.

Education, Experience and Skills:

• A minimum of 1-2 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

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.