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About the Role
The Bilingual 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 eager to learn and contribute 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, including internal transfers
- 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
- Post-secondary education and/or equivalent experience
- Minimum 1-2 years of 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
- Ability to work EST standard hours
Skills
- Microsoft Office (Outlook, Excel, Word)
- Dataphile, Fundserv, CDS and DTCC is an asset
- Fluency (written and spoken) in English and French
Location
- Canada
Work Type
- Full-time
Experience Level
- 1-2 years
Education Level
- Post-secondary education and/or equivalent 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
- Continuous improvement through learning & development
- Education assistance program
- Regular social events
About the Company
- Aviso is a leading wealth management and investment services provider for the Canadian financial industry.
- Approximately $145 billion in total assets under administration and management.
- Over 1,000 employees.
- Building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
- Trusted partner for nearly all credit unions across Canada, portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
- Investment dealer and mutual fund dealer and insurance services support thousands of investment advisors.
- Asset manager, NEI Investments, specializes in investing responsibly.
- Online brokerage, Qtrade Direct Investing®, empowers self-directed investors.
- Fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.
- Aviso Correspondent Partners provides custodial and carrying broker services.
- Offices in Toronto, Vancouver, Montreal, and Winnipeg.
- Backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
- Powering 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.