New Accounts Administrator, Temporary

Aviso Wealth • Toronto, ON

9d • Onsite

About The Position

Aviso Wealth is seeking a temporary New Accounts Administrator to join their Operations team for a 6-month period. This role is responsible for the day-to-day processing of new accounts and fee-based accounts within the IIROC dealer space, ensuring timeliness and accuracy. The New Accounts Administrator will collaborate with other individuals in Operations and the Service Centre, and is expected to contribute to continuous improvement initiatives for enhanced efficiencies.

Requirements

• Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry
• Fluent communication skills in English are required

Nice To Haves

• Completion of post-secondary program in Finance or Business is preferred
• Dataphile knowledge and experience is an asset
• Background in the Credit Union system is an advantage
• Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
• bilingual skills in French are an asset

Responsibilities

• Processing new account set up in conjunction with Service Level Agreements and giving consideration when processing top tier Credit Unions
• Provide administrative support/coverage for our fee-based business lines, including ongoing maintenance of accounts in our various fee-based programs and the generation and posting of the monthly fees
• Ensure proper protocol when processing requests, providing clear and concise notes with relevant updated information from internal and external sources
• Uses all pertinent systems (laserfiche, OSM, Dataphile) properly in compliance with company policy and industry regulation
• Ensures accounts are set up correctly as per NAAFs and transactions are coded correctly with tax reporting rules
• Ensures internal manuals are current and updated with changes in company policy, industry regulation and system/ procedure changes
• Communicates with peers and supervisor regarding any issues/ changes that arise to ensure all parties are kept up to date
• Scheduling consistent cross-training to ensure incumbent learns and understands all aspects of the processing functions
• Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives
• Meets or exceed partner & client expectations in day-to-day dealings, demonstrating an understanding of the impact to partners and clients of your work

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