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Salary: CAD 46,000 - 55,000 / annual
Aviso Wealth is a leading Canadian wealth management and investment services provider with approximately $145 billion in assets under administration and management. The company operates across Toronto, Vancouver, Montreal, and Winnipeg, serving credit unions, portfolio managers, investment dealers, insurance companies, and introducing brokers.
The Bilingual Transfers Administrator will join the Transfers team, reporting to the Supervisor of Transfers. This role is responsible for the daily processing of transfer requests, reviews, approvals, and handling escalated items. The successful candidate will be collaborative, eager to develop expertise, and energized by working in a dynamic, fast-paced environment.
Key responsibilities include:
- Processing transfer-in requests according to service level agreements
- Monitoring the transfers mailbox and collecting incoming correspondence
- Initiating new manual or ATON transfers (both inbound and outbound, including internal transfers)
- Tracking status and following up on initiated transfers
- Providing operational support for transfers to external institutions
- Filing completed transfer documents and shredding printed materials
- Reviewing and responding to transfer inquiries
- Assisting and covering colleagues in the Transfers Department as needed
- Handling special projects and other assignments as requested
Aviso emphasizes a culture built on four core values: Care (doing right by clients, partners, and colleagues), Dare (challenging the status quo with bold ideas), Share (collaborating openly and building meaningful relationships), and Deliver (taking ownership and driving results).
The company offers a competitive compensation package, excellent health and dental benefits, generous vacation time, fitness benefits, parental leave top-up options, matching retirement contributions, continuous learning and development opportunities, and regular social events.
REQUIREMENTS:
- Post-secondary education and/or equivalent experience
- Minimum 1–2 years of back-office administration experience in a financial securities firm
- Extremely detail-oriented and accurate
- Strong problem-solving skills
- Excellent organizational and multi-tasking abilities to meet daily deadlines
- Strong team player within and across departments
- Strong desire and initiative to become a subject matter expert and understand functions across Operations
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Knowledge and experience with Dataphile, Fundserv, CDS, and DTCC is an asset
- Fluency (written and spoken) in English and French required to communicate effectively with partners, clients, and colleagues across Canada
- Ability to work EST standard hours
