Top Tech Jobs & Startup Jobs

The Agency Administrator ensures service levels to insurance advisors are maintained by facilitating advisor contracting, resolving licensing issues, and managing inquiries related to commissions. This role involves ownership of assigned files, onboarding advisors, and ensuring compliance while maintaining communication with stakeholders. Additional responsibilities may include coordination with insurance carriers and completion of tasks according to guidelines.

The Account Transfer Administrator at iA Private Wealth Inc. in Toronto, Ontario is responsible for processing incoming and outgoing transfer documents, maintaining SLAs, communicating with branches and financial institutions, reviewing transfer reports, and ensuring timely resolutions for outstanding transfers. Additional responsibilities include deposit reconciliation, handling department communications, and providing customer service in English and French.

The Advisor Solutions Manager at PPI provides proactive and reactive sales support to selected advisors, builds relationships with team members, triages requests, supports casework and quoting, maintains industry knowledge, and aligns resources for sales growth. This role requires 5 years of financial services experience, a college diploma or university degree, a current life license or working toward one, and excellent English and French language skills.