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About the Role

The New Account Administrator will be responsible for the day-to-day processing of new and fee-based accounts accurately and in a timely manner within the CISO Dealer Member Space. This role involves interacting with the Operations team and the advisor service team, and contributing to efficiency improvement ideas.

Responsibilities

• Process new accounts in accordance with service level agreements.
• Provide administrative support and ensure coverage of fee-based lines of business, including ongoing account management.
• Ensure compliance with protocol when processing applications by providing clear and concise notes.
• Ensure documents are in good order and input/update client data.
• Properly use all relevant systems (Laserfiche, OSM, Dataphile) in accordance with company policies and industry regulations.
• Ensure accounts are properly prepared and transactions are coded correctly according to tax reporting rules.
• Ensure internal manuals are updated based on changes in company policies, industry regulations, and systems or procedures.
• Communicate with peers and supervisor about any issues or changes.
• Conduct regular cross-training to fulfill the learning of all aspects of processing functions.
• Foster an environment of continuous improvement that sparks idea generation, curiosity and participation in various initiatives.
• Meet or exceed partner and customer expectations in day-to-day relationships.

Requirements

• Post-secondary education and/or equivalent experience.
• Minimum of 1-2 years of experience in an administrative capacity, preferably in the mutual fund or financial services industry.
• Strong knowledge of Microsoft Office (Outlook, Excel, Word).
• Ability to work EST standard hours.

Skills

• Canadian Securities Course (CSC) is an asset.
• Knowledge and experience of Dataphile is an asset.
• Fluency communication skills in English are required.
• Bilingual skills in French are an asset.

Location

• Toronto
• Vancouver
• Montreal

Work Type

• Full-time

Experience Level

• 1-2 years

Education Level

• Post-secondary education

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 to foster teamwork.

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.
• 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’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 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.
• 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.