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About the Role

The Senior Transfers Administrator will be responsible for the daily processing, review, and approval of financial industry transfers and handling escalated items. This role involves daily interaction with other departments and occasional communication with external financial institutions.

Responsibilities

• Accurately and efficiently process transfers in accordance with company policies and procedures, and review and approve staff journals
• Review and process month-end reconciliations within deadline
• Ensure proper protocol when delaying requests, and be concise when updating tracking systems with relevant information from internal and external sources
• Use pertinent systems in compliance with company policy and industry regulations (e.g., laserfiche, OSM, Dataphile, ATON)
• Communicate with peers and Supervisor to ensure they are kept up to date on any issues/changes that arise from daily activity
• Ensure internal manuals are current by updating any changes in company policy, industry regulation and system/procedure changes
• Act as a department resource, providing coaching and mentoring to staff and coverage for the team and Supervisor
• Act as a project lead on department projects and represent the team on larger projects
• Understand the impact to internal and external partners and clients, researching and promptly resolving escalated issues
• Provide quality customer service, consistently meeting or exceeding partner and client expectations in day-to-day dealings
• Exercise sound judgment when balancing the needs of our partners against the needs of the business when handling issues, changing procedures, etc.
• Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives

Requirements

• Minimum 3 year's experience processing transfers in a back-office department of a financial securities firm
• Demonstrated ability to work calmly, accurately and effectively in a fast-paced environment with the flexibility to meet changing needs and manage deadlines
• Able to work independently, and is a team player who shares knowledge and trains others
• Highly self-motivated and results driven with an ability to set priorities and meet deadlines. Delegates effectively to achieve required objectives

Skills

• Dataphile, ATON, CDS, Arrow and/or Fundserv knowledge and experience is an asset
• Knowledgeable about registered plan products including RRSPs, RRIFs, Locked-in plans and investments such as mutual funds and equities
• Strong organizational, time management and decision-making skills with the ability to handle multiple tasks in a detailed environment
• Superior customer service skills with the ability to quickly identify and resolve issues to the satisfaction of all parties
• Extremely detail oriented and accurate with solid analytical, and problem-solving skills
• Excellent interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
• Intermediate skills in Outlook, Excel, and Word
• Fluent communication skills in English is required
• Bilingual skills in French are an asset

Work Type

• 10 months

Experience Level

• Senior

Education Level

• Post secondary education in business or financial administration preferred
• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an asset

Salary/Compensations

• $55,000 - $65,000 CAD annually

Benefits

• 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

About the Company

• Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians.
• 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.
• We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
• Our clients include our partners, advisors, and investors.
• We’re 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.
• We’re 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 you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Equal 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.