New Accounts Administrator, Temporary
New Accounts Administrator, Temporary
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Job Description
Aviso:
At Aviso we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization we are committed to leadership innovation partnership responsibility and community. Working with talented and energetic professionals who exemplify our values every day you will quickly notice that our people and dynamic oneaviso culture sets us apart. If you are looking for interesting and challenging work at a company committed to its people find out more about what Aviso has to offer at .
The Opportunity:
Were looking for a New Accounts Administrator to join our Operations team for 12 months.
Reporting to the Supervisor New Accounts the New Accounts Administrator is responsible for the day to day processing of new accounts and fee-based accounts in a timely and accurate manner in the IIROC dealer space.
The New Accounts Administrator interacts daily with other individuals in Operations as well as our Service Centre. Continuous improvement is front of mind and the incumbent will be expected to contribute to and/or support ideas for improved efficiencies.
Who you are:
- Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration build trust and inclusion and work to establish effective relationships both inside and outside of the organization
What your day looks like:
- Processing new account set up in conjunction with Service Level Agreements and giving consideration when processing top tier Credit Unions
- Provide administrative support/coverage for our fee-based business lines including ongoing maintenance of accounts in our various fee-based programs and the generation and posting of the monthly fees
- Ensure proper protocol when processing requests providing clear and concise notes with relevant updated information from internal and external sources
- Uses all pertinent systems (laserfiche OSM Dataphile) properly in compliance with company policy and industry regulation
- Ensures accounts are set up correctly as per NAAFs and transactions are coded correctly with tax reporting rules
- Ensures internal manuals are current and updated with changes in company policy industry regulation and system/ procedure changes
- Communicates with peers and supervisor regarding any issues/ changes that arise to ensure all parties are kept up to date
- Scheduling consistent cross-training to ensure incumbent learns and understands all aspects of the processing functions
- Foster an environment of continuous improvement that leads to idea generation curiosity and participation in various initiatives
- Meets or exceed partner & client expectations in day-to-day dealings demonstrating an understanding of the impact to partners and clients of your work
Requirements
Your experience and skills:
- Completion of post-secondary program in Finance or Business is preferred
- Minimum one year experience in an administrative capacity preferably in the Mutual Fund or Financial Industry
- Dataphile knowledge and experience is an asset
- Background in the Credit Union system is an advantage
- Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
- Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
Why Aviso
At Aviso you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time fitness benefit parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
Your Information
By submitting your application you consent to the collection use and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws including thePersonal Information Protection and Electronic Documents Act (PIPEDA)and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.
Further information is available on the Privacy link on our Career Page Privacy Policies
Equal Employment Opportunity
Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest however only those selected for further consideration will be contacted.
No recruiters or agencies please.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry with approximately $145 billion in total assets under administration and management and over 1000 employees. Were building a comprehensive technology-enabled client-centric wealth services ecosystem. Our clients include our partners advisors and investors. Were a trusted partner for nearly all credit unions across Canada in addition to a wide range of portfolio managers investment dealers insurance and trust companies and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager NEI Investments specializes in investing responsibly. Our online brokerage Qtrade Direct Investing empowers self-directed investors and our fully automated investing service Qtrade Guided Portfolios serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto Vancouver Montreal and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals Co-operators/CUMIS and Desjardins. Were proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented energetic professionals who live their values every day and belonging to an organization dedicated to your success and career development. If youre looking for interesting and challenging work at a company committed to its people apply to join our team.
Salary
This position is posted with an expected salary range of $46000 - $55000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
Required Experience:
Unclear Seniority
Employment Type
Temp
