Distribution Centre Administrator

PPI company overview : Shaping Dreams Into Legacies : PPI elevates independent financial advisors to the next level.

Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation. A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.

• Unparalleled resources. At your command._

Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.

To maintain PPI’s exacting level of service, we are looking for a Distribution Centre Administrator to join our Toronto Office.

Distribution Centre Administrator

The primary focus of the Distribution Centre Administrator is to receive, sort and distribute incoming mail and prepare outgoing mail for all internal and external contacts. The Distribution Centre 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.
• 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
• Must be able to lift items up to 65lbs on an occasional basis
• Excellent English language skills, both oral and written due to frequent interactions with English-speaking colleagues, internal partners or clients across Canada. Speaking French is an asset

Company Overview : About : 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.

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 he