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About the Role

Aviso is seeking a New Accounts Administrator to join their Operations team for a 6-month term. This role is responsible for the accurate and timely processing of daily new accounts, including fee-based accounts, and will collaborate with internal teams and advisors. Continuous improvement is a priority, and the successful candidate will contribute to enhancing efficiency.

Responsibilities

• Process new accounts in accordance with service level agreements.
• Provide administrative support and take ownership of fee-based activities, including ongoing account management within various fee-based programs.
• Adhere to the request processing protocol by providing clear and concise notes with relevant and up-to-date information from internal and external sources.
• Ensure documentation is complete and accurate, and capture and update client data.
• Properly utilize all relevant systems (Laserfiche, OSM, Dataphile) in accordance with company policies and industry regulations.
• Ensure accounts are properly prepared according to New Account Forms (NAFs) and that transactions are coded according to tax reporting rules.
• Update internal manuals based on changes to company policies, industry regulations, and systems and procedures.
• Inform peers and supervisor of any issues or changes.
• Regularly organize cross-training to foster learning of all aspects of processing functions.
• Foster an environment of continuous improvement that encourages ideas, curiosity, and participation in various initiatives.
• Meet or exceed partner and client expectations daily, demonstrating an understanding of the impact of your work on these parties.

Requirements

• Post-secondary education and/or equivalent experience.
• Minimum of 1-2 years of administrative experience, preferably in mutual funds or financial services.
• Successful completion of the Canadian Securities Course is an asset.
• Strong knowledge of Microsoft Office (Outlook, Excel, Word).
• Knowledge and experience with Dataphile is an asset.
• Proficiency (written and spoken) in English and French is required to communicate fluently and effectively with partners, clients, and colleagues across Canada.
• Ability to work within the standard Eastern Standard Time business hours.

Skills

• Administration
• Financial Services
• Mutual Funds
• Microsoft Office
• Outlook
• Excel
• Word
• Dataphile
• Continuous Improvement
• Communication

Location

• Canada

Work Type

• Contract
• Full-time

Experience Level

• 1-2 years

Education Level

• Post-secondary education or equivalent experience

Salary/Compensations

• 46,000 - 55,000 CAD

Benefits

• Competitive compensation program
• Comprehensive health, dental, and insurance benefits
• Generous vacation
• Health and wellness benefits
• Top-up options for parental leave
• Matching contributions for retirement program
• Commitment to continuous staff development through learning and development
• Training support program
• Regular social events to foster teamwork

About the Company

• Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians.
• They focus on leadership, innovation, responsibility, partnership, and community.
• Aviso Wealth has over $145 billion in assets under administration and management and employs over 1,000 people.
• They are building a comprehensive, technology-driven, client-centric wealth management ecosystem.
• Their clients include partners, advisors, and investors.
• Aviso is a trusted partner for credit unions across Canada, as well as portfolio managers, investment dealers, insurance companies, trust companies, and wholesale brokers.
• They provide solutions that offer a competitive edge in a rapidly evolving and highly competitive industry.
• Their offerings include investment dealer services, mutual fund dealer services, insurance services, asset management through NEI Investments (specializing in responsible investing), direct investing through Qtrade Direct Investing, and a robo-advisor service, Qtrade Guided Portfolios.
• Aviso also provides custody and dealer services to a wide range of firms.
• They have offices in Toronto, Vancouver, and Montreal.
• Aviso is backed by the collective strength of its owners: credit union centrals, Co-operators/CUMIS, and Desjardins.
• They are proud to empower businesses that empower investors.
• Working at Aviso means being part of a group of talented and energetic professionals who live their values daily and belonging to an organization dedicated to your success and career development.

Equal Opportunity

• Aviso welcomes and encourages applications from all qualified individuals, including applicants/incumbents with disabilities.
• If you require accommodation, Aviso will work with you to meet your needs at all stages of the hiring process.