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About the Role

The Transfers Administrator is responsible for the daily processing of transfers, reviews, approvals, and handling escalated items within the Transfers team. This role requires a collaborative individual with a strong desire to learn and grow in 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
• Experience with Dataphile is an asset
• Fluent verbal and written communication skills in English and French are required

Skills

• Detail oriented
• Accurate
• Problem solving
• Organizational skills
• Multi-tasking
• Team player
• Initiative
• Subject matter expert
• Communication skills

Location

• Toronto
• Vancouver
• Montreal

Work Type

• Full-time

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 the continuous improvement of our staff 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, 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, 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.