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Salary: CAD 46,000 - 55,000 / annual
Aviso Wealth 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 1,000 employees. The company operates as a trusted partner for nearly all credit unions across Canada, as well as portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
The New Accounts Administrator will join the Operations team, reporting to the Supervisor of New Accounts. This role is responsible for the day-to-day processing of new accounts and fee-based accounts in a timely and accurate manner within the IIROC dealer space.
Key responsibilities include:
- Processing new account setup in conjunction with Service Level Agreements, with special consideration for top-tier Credit Unions
- Providing administrative support and coverage for fee-based business lines, including ongoing maintenance of accounts in various fee-based programs and generation/posting of monthly fees
- Ensuring proper protocol when processing requests, providing clear and concise notes with relevant updated information from internal and external sources
- Properly using all pertinent systems (Laserfiche, OSM, Dataphile) in compliance with company policy and industry regulation
- Ensuring accounts are set up correctly per NAAFs and transactions are coded correctly with tax reporting rules
- Keeping internal manuals current and updated with changes in company policy, industry regulation, and system/procedure changes
- Communicating with peers and supervisor regarding any issues or changes to ensure all parties remain informed
- Scheduling consistent cross-training to learn and understand all aspects of processing functions
- Fostering an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives
- Meeting or exceeding partner and client expectations in day-to-day dealings
The role interacts daily with other individuals in Operations and the Service Centre. Continuous improvement is a core expectation, and the incumbent will be expected to contribute to and support ideas for improved efficiencies.
Aviso's culture emphasizes four core values: We Care (doing the right thing for clients, partners, and colleagues), We Dare (challenging the status quo with bold ideas), We Share (collaborating openly and building meaningful relationships), and We Deliver (taking ownership and focusing on meaningful results).
Requirements:
- Completion of a post-secondary program in Finance or Business is preferred
- Minimum one year of 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; bilingual skills in French are an asset
