Bilingual New Accounts Administrator

Aviso Wealth • Montreal, QC

5d • CA$46,000 - CA$55,000 • Onsite

About The Position

Aviso Wealth is seeking a Bilingual New Account Administrator to join their Operations team. This role reports to the Supervisor, Account Opening and Specialized Accounts and is responsible for the accurate and timely processing of new and fee-based accounts within the CISO Dealer Member Space. The administrator will interact daily with the Operations team and the advisor service team, and is expected to contribute to efficiency improvement ideas. The role requires a focus on service excellence, execution, and collaboration.

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
• Strong knowledge of Microsoft Office (Outlook, Excel, Word)
• Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
• Ability to work EST standard hours

Nice To Haves

• Successful completion of the Canadian Securities Course (CSC) is an asset
• Knowledge and experience of Dataphile is an asset

Responsibilities

• Process new accounts in accordance with service level agreements
• Provide administrative support and ensure coverage of our fee-based lines of business, including ongoing account management in our various fee-based programs
• Ensure compliance with protocol when processing applications, by providing clear and concise notes with relevant and up-to-date information from internal and external sources
• 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 and 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 to ensure that all parties are informed
• Conducts 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

Benefits

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree