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About the Role
The New Accounts Administrator will join the Operations team, reporting to the Supervisor, New Accounts. This role is responsible for the daily processing of new and fee-based accounts within the IIROC dealer space, ensuring timeliness and accuracy. The administrator will collaborate with other Operations team members and the Service Centre, and is expected to contribute to continuous improvement initiatives.
Responsibilities
- Process new account setups in accordance with Service Level Agreements, considering top-tier Credit Unions.
- Provide administrative support and coverage for fee-based business lines, including account maintenance and monthly fee generation.
- Ensure proper protocol is followed when processing requests, maintaining clear and concise notes with updated information.
- Utilize pertinent systems (laserfiche, OSM, Dataphile) in compliance with company policy and industry regulations.
- Verify correct account setup as per NAAFs and accurate coding of transactions with tax reporting rules.
- Maintain current internal manuals reflecting changes in company policy, industry regulations, and system/procedure updates.
- Communicate any arising issues or changes to peers and supervisors to ensure all parties are informed.
- Participate in consistent cross-training to understand all aspects of processing functions.
- Foster an environment of continuous improvement, encouraging idea generation and participation in initiatives.
- Meet or exceed partner and client expectations in daily interactions, understanding the impact of work on stakeholders.
Requirements
- Minimum one year of experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry.
- Dataphile knowledge and experience is an asset.
- Background in the Credit Union system is an advantage.
- Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset.
- Fluent communication skills in English are required.
- Bilingual skills in French are an asset.
Skills
- Processing new accounts
- Fee-based account administration
- System utilization (laserfiche, OSM, Dataphile)
- Compliance with policies and regulations
- Note-taking and documentation
- Cross-training
- Continuous improvement
- Communication
Location
- Toronto
- Vancouver
- Montreal
- Winnipeg
Work Type
- Full-time
Experience Level
- Minimum one year experience
Education Level
- Completion of post-secondary program in Finance or Business is preferred
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 retirement program
- Commitment to continuous improvement through learning & development
- 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 under administration and management.
- 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.
- Provides solutions that offer a competitive edge in a dynamic industry.
- Supports thousands of investment advisors through its investment dealer, mutual fund dealer, and insurance services.
- NEI Investments specializes in responsible investing.
- Qtrade Direct Investing® empowers self-directed investors.
- Qtrade Guided Portfolios® serves investors preferring a hands-off approach.
- Aviso Correspondent Partners provides custodial and carrying broker services.
- Has offices in Toronto, Vancouver, Montreal, and Winnipeg.
- Backed by Centrals, Co-operators/CUMIS, and Desjardins.
- Dedicated to the success and career development of its employees.
- Offers interesting and challenging work in a company committed to its people.
Equal Opportunity
- Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities.
- Accommodation will be provided to meet needs during all stages of the hiring process.
- Only those selected for further consideration will be contacted.
- No recruiters or agencies, please.