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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, resolve issues, and ensure tasks are completed on time and to service standards.

Responsibilities

Supervise and coordinate all departmental activities to ensure prompt and accurate processing.
Handle administrative duties including account opening and maintenance, customer service, setting up EFT banking information, system reconciliations, welcome letters, mail distribution, filing, and scanning.
Manage all client files escalated internally or externally and ensure customer service levels are maintained.
Implement quality control measures and facilitate regular quality assurance testing.
Gather and analyze key performance metrics for the department, providing summaries of overall activity and identifying impacting circumstances.
Recommend process improvements.
Maintain up-to-date knowledge of industry regulations.
Update process flows and procedure manuals.
Monitor departmental workload and assess needs to manage volume changes.
Manage resources by prioritizing functions and reallocating resources to meet deadlines.
Provide ongoing training and support to staff.
Deliver effective and continuous performance feedback to staff.
Lead staff meetings to review departmental activities and encourage idea sharing.

Requirements

Post-secondary education and ongoing training in the investment industry, specifically in operations functions.
In-depth knowledge of relevant regulatory requirements.
Three to five years of experience in the investment industry with increasing responsibilities, including at least one to two years in a supervisory role.
Proficiency (written and verbal) in both French and English.
Excellent interpersonal skills, including delegation and mentoring.
Strong attention to detail and accuracy.
Organizational, time management, and administrative skills.
Ability to work under pressure, prioritize, and meet time constraints.
Strong analytical and problem-solving skills.
Ability to multitask with appropriate attention to detail.
Superior customer service skills with the ability to quickly identify and resolve issues.
Highly motivated and results-oriented.
Intermediate computer skills in MS Word, Excel, Outlook, and Access.

Skills

Bilingualism (French and English)
Supervision
Account opening, maintenance, and closing
Regulatory compliance
Customer service
Quality control
Performance analysis
Process improvement
Training and development
Interpersonal skills
Delegation
Mentoring
Attention to detail
Organization
Time management
Problem-solving
Multitasking
MS Office Suite

Location

Canada

Work Type

Full-time
Contract

Experience Level

Supervisory
3-5 years in investment industry

Education Level

Post-secondary education

Salary/Compensations

83,000 - 100,000 CAD

Benefits

Competitive compensation program
Health, dental, and premier insurance benefits
Generous vacation
Health and wellness benefits
Supplemental parental leave options
Matching contributions to retirement program
Continuous staff development through learning and development
Training support program
Regular social events

About the Company

Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians.
We foster a culture of leadership, innovation, responsibility, partnership, and community.
We are proud to power businesses that empower investors.
With approximately $145 billion in total assets under administration and management, and over 1,000 employees, Aviso is a major provider of wealth and investment management services for the Canadian financial sector.
We are building a comprehensive, state-of-the-art, client-focused wealth management ecosystem.
Our clients include partners, advisors, and investors.
We are a trusted partner to nearly 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 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-to-consumer online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investment service, Qtrade Guided Portfolios, serves investors who prefer a passive approach.
Aviso provides custody and dealer services to a wide range of firms.
We 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.

Equal Opportunity

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