Bilingual New Accounts Administrator, Temporary

Aviso Wealth•Toronto, ON

29d•CA$46,000 - CA$55,000•Onsite

About The Position

Aviso Wealth is seeking a Bilingual New Account Administrator to join their Operations team for a 6-month temporary position. Reporting to the Supervisor, Account Opening and Specialized Accounts, this role 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. Aviso Wealth is a leading wealth management organization committed to leadership, innovation, partnership, responsibility, and community, with a dynamic 'oneaviso' culture.

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.
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 fee-based lines of business, including ongoing account management in 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 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.
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.