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About the Role
The New Account Administrator is responsible for the day-to-day processing of new and fee-based accounts in an accurate and timely manner within the CISO Dealer Member Space. This role involves interacting with the Operations team and the advisor service team, and contributing to efficiency improvement ideas.
Responsibilities
- Process new accounts in accordance with service level agreements.
- Provide administrative support and ensure coverage of fee-based lines of business, including ongoing account management.
- Ensure compliance with protocol when processing applications, by providing clear and concise notes with relevant and up-to-date information.
- Ensure documents are in good order and input/update client data.
- Properly use all relevant systems (Laserfiche, OSM, Dataphile) in accordance with company policies and industry regulations.
- Ensure that accounts are properly prepared in accordance with the NAAFs and that transactions are coded correctly according to tax reporting rules.
- Ensure that internal manuals are updated based on changes in company policies, industry regulations, and systems or procedures.
- Communicate with peers and the supervisor about any issues or changes that arise.
- Conduct regular cross-training to fulfill the learning of all aspects of the processing functions.
- Foster an environment of continuous improvement that sparks idea generation, curiosity and participation in various initiatives.
- Meet or exceed partner and customer expectations in day-to-day relationships, demonstrating an understanding of the impact your work has on partners and customers.
Requirements
- Post-secondary education and/or equivalent experience.
- Minimum of 1-2 years of experience in an administrative capacity, preferably in the mutual fund or financial services industry.
- Ability to work EST standard hours.
Skills
- Strong knowledge of Microsoft Office (Outlook, Excel, Word).
- Successful completion of the Canadian Securities Course (CSC) is an asset.
- Knowledge and experience of Dataphile is an asset.
- Fluency communication skills in English are required.
- Bilingual skills in French are an asset.
Location
- Toronto
- Vancouver
- Montreal
Work Type
- 6 months
- Full-time
Experience Level
- 1-2 years
Education Level
- Post-secondary education
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
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
About the Company
- Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees.
- We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
- Our clients include our partners, advisors, and investors.
- We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
- Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.
- Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors.
- Our asset manager, NEI Investments, specializes in investing responsibly.
- Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.
- Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.
- We have offices in Toronto, Vancouver, and Montreal.
- Aviso is backed by the collective strength of our owners: the credit unions Centrals, Co-operators/CUMIS, and Desjardins.
- We’re proud to power 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.
- If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.
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.