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About the Role
The incumbent is responsible for the daily processing, review, and approval of transfers, and managing escalated situations. The successful candidate is collaborative, eager to learn, and energetic for working in a dynamic environment.
Responsibilities
- Process requested transfers according to service level agreements
- Monitor the transfers mailbox and collect incoming mail
- Initiate new manual or NELTC transfers, including internal transfers
- Verify the status of initiated transfers and follow up
- Provide operational support for transfers to external institutions
- File completed transfer documentation and shred all paper documents
- Review and respond to transfer inquiries
- Assist and back up other members of the transfers team as needed
- Take on special projects or other assignments as requested
Requirements
- Post-secondary education and/or equivalent experience
- A minimum of 1 to 2 years of back-office administration experience in a mutual fund/investment firm
- Strong attention to detail and accuracy
- Solid problem-solving skills
- Excellent organizational skills and ability to multitask to meet daily deadlines
- Good team player, both within their own department and the company as a whole
- Strong desire to become a subject matter expert over time and proactively communicate and understand the functions of other departments within the larger operations team
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Knowledge and experience with Dataphile, Fundserv, CDS, and DTCC is an asset
- Ability to work within the standard Eastern Standard Time schedule
Skills
- Bilingual (written and spoken) in English and French
Location
- Toronto
- Vancouver
- Montreal
- Winnipeg
Work Type
- Full-time
Experience Level
- 1-2 years
Education Level
- Post-secondary education
Salary/Compensations
- CA$46,000 - CA$55,000
Benefits
- Competitive compensation program
- Comprehensive health, dental, and insurance benefits
- Generous vacation time
- Health and wellness benefits
- Top-up options for parental leave
- Matching contributions for retirement program
- Commitment to continuous staff improvement through learning and development
- Training support program
- Regular social events to foster teamwork
About the Company
- At Aviso, we are dedicated to improving the financial well-being of Canadians.
- As a leading wealth management organization, we are committed to leadership, innovation, and accountability, while focusing on partnership and community.
- We are building a complete, state-of-the-art, client-centric wealth management ecosystem.
- Our clients include our partners, advisors, and investors.
- We are a trusted partner to almost all credit unions in Canada, as well as a wide range of portfolio managers, investment dealers, insurance companies, trust companies, and wholesale brokers.
- Our partners rely on Aviso to deliver specific solutions that provide them with a competitive edge in a rapidly evolving and highly competitive industry.
- Our investment dealer, mutual fund dealer, and insurance services support thousands of investment advisors.
- Our asset manager is NEI Investments, specializing in responsible investing.
- Our direct investing online brokerage service, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investment service, Qtrade Guided Portfolios, serves investors who prefer a passive approach.
- Correspondent Services Aviso provides custody and dealer services to a wide range of firms.
- We have offices in Toronto, Vancouver, Montreal, and Winnipeg.
- Aviso is backed by the collective strength of its owners: credit union centrals, Co-operators/CUMIS, and Desjardins.
- We are proud to power 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.
- If you are looking for interesting and challenging work within a people-focused company, apply to join our team!
Equal Opportunity
- Aviso welcomes and encourages applications from all qualified individuals, including applicants/incumbents with disabilities. If you require accommodation, we will work with you to meet your needs at all stages of the hiring process.
- We thank all candidates for their interest, however, only those selected for further consideration will be contacted.
- No recruiters or agencies, please.