New Accounts Administrator

Aviso Wealth • Toronto, ON

9d • Onsite

About The Position

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca. We are looking to fill an opening for a New Account Administrator to join our Operations team. Reporting to the Supervisor, Account Opening and Specialized Accounts, the New Account Administrator is responsible for the day-to-day processing of new and fee-based accounts in an accurate and timely manner in the CISO (formerly IIROC) Dealer Member Space. The New Account Administrator interacts daily with others within the Operations team as well as with our dedicate advisor service team. Continuous improvement is a priority, and the successful candidate will be expected to contribute to and/or support efficiency improvement ideas.

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 communication skills in English are 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
• Bilingual skills in French are 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: No Education Listed
• Number of Employees: 251-500 employees