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About the Role
Supervise the opening, maintenance, and closing of accounts across various Aviso platforms, ensuring compliance with regulatory requirements and internal policies. Provide daily guidance, training, and motivation to staff, troubleshoot issues, and ensure timely completion of processing responsibilities.
Responsibilities
- Supervise and coordinate all departmental activities for timely and accurate processing.
- Perform administrative duties including account opening/maintenance, customer service, EFT setup, system reconciliations, mail distribution, and filing/scanning.
- Handle customer escalations and ensure department service levels are maintained.
- Implement quality controls and conduct regular quality assurance tests.
- Collect and analyze key performance metrics, providing summaries and identifying impacting factors.
- Recommend process improvements.
- Maintain current knowledge of industry regulations.
- Update process maps and procedure manuals as needed.
- Monitor department workload, assess resource requirements, and plan resources to meet deadlines.
- Provide training and ongoing support to staff.
- Deliver effective and ongoing performance feedback.
- Facilitate staff meetings for updates and idea sharing.
Requirements
- Post-secondary education and continuing education in the Investment Industry, specifically operations functions.
- In-depth knowledge of relevant regulatory requirements.
- 3-5 years of progressively responsible experience in the investment industry.
- 1-2 years of supervisory experience.
- Fluency (written and spoken) in English and French.
- Excellent interpersonal skills, including delegation and mentoring.
- Strong attention to detail and accuracy.
- Organizational, time management, and administrative skills.
- Ability to work under pressure, set priorities, and meet time constraints.
- Solid analytical and problem-solving skills.
- Ability to handle multiple tasks with attention to detail.
- Superior customer service skills.
- Highly motivated and results-driven.
- Intermediate computer skills in MS Word, Excel, Outlook, and Access.
Skills
- Supervision
- Account opening
- Account maintenance
- Account closing
- Regulatory compliance
- Policy adherence
- Training
- Motivation
- Problem-solving
- Customer service
- Quality control
- Performance metrics analysis
- Process improvement
- Industry regulations knowledge
- Workload management
- Resource planning
- Performance feedback
- Interpersonal skills
- Delegation
- Mentoring
- Attention to detail
- Accuracy
- Organizational skills
- Time management
- Administrative skills
- Analytical skills
- MS Word
- MS Excel
- MS Outlook
- MS Access
Location
- Canada
Work Type
- Contract
- Full-time
Experience Level
- 3-5 years experience in investment industry
- 1-2 years supervisory experience
Education Level
- Post-secondary education
- IFIC and/or CSC completion is an asset
Salary/Compensations
- $83,000 - $100,000 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 retirement program
- Learning & development opportunities
- Education assistance program
- Regular social events
About the Company
- Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry.
- Manages approximately $145 billion in total assets.
- Employs over 1,000 people.
- 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.
- Offers investment dealer, mutual fund dealer, and insurance services.
- Asset manager NEI Investments specializes in investing responsibly.
- Online brokerage Qtrade Direct Investing® empowers self-directed investors.
- Automated investing service Qtrade Guided Portfolios® serves hands-off investors.
- Aviso Correspondent Partners provides custodial and carrying broker services.
- Has offices in Toronto, Vancouver, Montreal, and Winnipeg.
- Backed by credit union Centrals, Co-operators/CUMIS, and Desjardins.
- Offers a dynamic and inclusive culture that rewards innovation and celebrates success.
- Dedicated to the success and career development of employees.
Equal Opportunity
- Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities.
- Will work with applicants to meet accommodation needs during the hiring process.