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About the Role
The Corporate Actions Administrator is responsible for processing and reporting reorganizations, offers, name changes, and any other corporate actions for security positions held at Aviso. This role is part of the Operations team and reports to the Supervisor, Corporate Actions.
Responsibilities
- Coordinate, review, and distribute all Canadian and US depository mandatory and voluntary bulletins
- Process all mandatory and voluntary corporate actions for securities held at Aviso with exceptional accuracy and within specified service standards
- Process all daily entitlements
- Ensure all corporate actions are processed with appropriate US or Canadian tax treatment
- Set client accounts up for dividend reinvestment plans (DRIPs) based on requests received
- Provide excellent customer service to external and internal clients
- Ensure procedure manuals are updated regularly and in adherence with internal controls and regulatory requirements
- Actively participate in team meetings and seek ideas for process improvements
Requirements
- Some post-secondary education (including professional development)
- 2 years of related work experience
- Completion of CSC is an asset
- Application of strong analytical and problem solving skills with attention to detail
- Ability to analyze discrepancies and provide solutions
- Ability to work independently and apply knowledge with limited guidance
- Ability to organize and prioritize tasks in order to meet required deadlines
- Ability to multi-task and manage fluctuating workloads
- Excellent customer service and interpersonal skills
- Fluent communication skills in English are required
- Bilingual skills in French are an asset
Skills
- Analytical skills
- Problem solving skills
- Attention to detail
- Customer service skills
- Interpersonal skills
- Organizational skills
- Time management skills
- Multitasking skills
Location
- Toronto
- Vancouver
- Montreal
Work Type
- Full-time
Experience Level
- 2 years of related work experience
Education Level
- Some post-secondary education (including professional development)
Salary/Compensations
- $55,000 - $65,000 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, as well as 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.
- Backed by the collective strength of credit union Centrals, Co-operators/CUMIS, and Desjardins.
- 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.