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About the Role

The Transfers Administrator is responsible for the daily processing, review, and approval of transfers, as well as handling escalated items. This role requires a collaborative individual with a strong desire to learn and grow within a dynamic environment.

Responsibilities

• Process transfer in requests according to service level agreements
• Monitor the transfers mailbox and collect incoming mail
• Initiate new manual or ATON transfers in and transfers out
• Track status and follow-up on initiated transfers
• Provide operational support for transfers to external institutions
• File completed transfer documents and shred all printed documents
• Review and respond to transfers in inquiries
• Assist/cover others in the Transfers Department as needed
• Handle special projects or other assignments as requested

Requirements

• Minimum 1 year experience in back office administration in a financial securities firm
• Extremely detail oriented and accurate
• Strong problem solving skills
• Excellent organizational and multi-tasking skills to meet required deadlines daily
• Strong team player in the department and across departments
• Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
• Consent to the collection, use, and disclosure of personal information for employment assessment purposes
• Information will be handled in accordance with applicable Canadian privacy laws
• Data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary or as required by law

Skills

• Fluent verbal and written communication skills in English
• Bilingual skills in French are an asset
• Experience with Dataphile and/or Univeris is an asset

Location

• Toronto
• Vancouver
• Montreal

Work Type

• Full-time
• Contract

Experience Level

• Minimum 1 year experience

Salary/Compensations

• $46,000 - $55,000 CAD annually

Benefits

• Competitive compensation package
• Excellent health, dental and insurance benefits
• Generous vacation time
• Fitness benefit
• Parental leave top-up options
• Matching contributions to our retirement program
• Commitment to continuous improvement through learning & development
• Education assistance program
• Regular social events

About the Company

• Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians.
• We are committed to leadership, innovation, partnership, responsibility, and community.
• We offer a dynamic and inclusive culture that rewards innovation and celebrates success.
• Aviso is a leading wealth management and investment services provider for the Canadian financial industry.
• We have approximately $145 billion in total assets under administration and management, and over 1,000 employees.
• We are building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
• Our clients include our partners, advisors, and investors.
• We are 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 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, and Montreal.
• 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.

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.