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.

PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.

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.

Key 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 requested and required.
• Ensure all time-sensitive notices are securely emailed/communicated to advisors in a timely fashion, on request and as needed.
• Provide reception relief as requested and required.
• Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees.
• Additional responsibilities, duties and special projects as identified.

Education, Skills and Experience:

• Beginner level of the English language required as incumbent will need to understand the main the main points of documents written in English and build relationships with English-speaking advisors and colleagues on a daily basis
• 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