Processes segregated funds, GICs, transfers, and other investment products with insurance carriers. Manages client account setup, investment files, mail, data quality, documentation follow-up, issue resolution, and advisor communications. Ensures accurate, compliant, and timely processing while maintaining service standards. The role also supports operational priorities, system and process changes, escalated issues, and special projects.

Provide administrative contracting support to PPI advisors and Contracting Administrators: monitor team mailbox, process contract terminations and transfers, set up rep/branch codes, maintain advisor licensing and E&O in APEXA, investigate licensing/E&O issues, monitor APEXA feeds/tasks, and complete department tasks to service standards.

The Senior Consultant will manage complex underwriting cases, provide expert consultation to advisors, and ensure timely communication with carriers. Responsibilities include reviewing applications, addressing underwriting queries, and collaborating on strategic marketing initiatives.