Bilingual Transfers Administrator

Aviso Wealth•Toronto, ON

1d•Onsite

About The Position

Aviso Wealth is seeking a Bilingual Transfers Administrator to join their Transfers team. This role reports to the Supervisor, Transfers and is responsible for the daily processing, review, and approval of transfers, as well as handling escalated issues. The ideal candidate is collaborative, eager to learn, and energetic, fitting into a dynamic work environment.

Requirements

Post-secondary education and/or equivalent experience
Minimum 1-2 years of experience in back-office administration in a financial securities firm
Extremely detail oriented and accurate
Strong problem-solving skills
Excellent organizational and multi-tasking skills to meet required deadlines daily
Strong team player in the department and across departments
Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
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

Knowledge and experience of Dataphile, Fundserv, CDS and DTCC is an asset

Responsibilities

Process transfer in requests according to service level agreements
Monitor the transfers mailbox and collect incoming mail
Initiate new manual or ATON transfers in and transfers out, including internal transfers
Track status and follow-up on initiated transfers
Provide operational support for transfers to external institutions
File completed transfer documents and shred all printed documents
Review and respond to transfers in inquiries
Assist / cover others in the Transfers Department as needed
Handle special projects or other assignments as requested