Bilingual Transfers Administrator, Temporary

Aviso Wealth • Montreal, QC

3d • CA$46,000 - CA$55,000 • Onsite

About The Position

Aviso Wealth is seeking a Bilingual Transfers Administrator for a temporary 6-month position to join their Transfers team. This role involves the daily processing of transfers, reviews, approvals, and handling escalated items. The ideal candidate will be collaborative, eager to learn, and energetic, fitting into a dynamic environment. Aviso Wealth is a leading wealth management organization committed to leadership, innovation, partnership, responsibility, and community, focusing on improving the financial well-being of Canadians.

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

Benefits

• Competitive compensation package that rewards and recognizes individual contributions
• 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
• Education assistance program
• Regular social events to foster teamwork

What This Job Offers

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