Senior Transfers Administrator, Temporary

Aviso Wealth • Toronto, ON

2d • CA$55,000 - CA$65,000 • Onsite

About The Position

Aviso Wealth is seeking a Senior Transfers Administrator to join their Operations team on a temporary basis until March 19, 2027. This role reports to the Supervisor, Transfers and is responsible for the daily processing, review, and approval of financial industry transfers, as well as handling escalated items. The Senior Transfers Administrator will interact daily with other departments and occasionally with external financial institutions.

Requirements

• Post secondary education in business or financial administration preferred.
• Minimum 3 year's experience processing transfers in a back-office department of a financial securities firm.
• Knowledgeable about registered plan products including RRSPs, RRIFs, Locked-in plans and investments such as mutual funds and equities.
• Strong organizational, time management and decision-making skills with the ability to handle multiple tasks in a detailed environment.
• Demonstrated ability to work calmly, accurately and effectively in a fast-paced environment with the flexibility to meet changing needs and manage deadlines.
• Superior customer service skills with the ability to quickly identify and resolve issues to the satisfaction of all parties.
• Extremely detail oriented and accurate with solid analytical, and problem-solving skills.
• Excellent interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff.
• Able to work independently, and is a team player who shares knowledge and trains others.
• Highly self-motivated and results driven with an ability to set priorities and meet deadlines. Delegates effectively to achieve required objectives.
• Intermediate skills in Outlook, Excel, and Word.
• Fluent communication skills in English is required.

Nice To Haves

• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an asset.
• Dataphile, ATON, CDS, Arrow and/or Fundserv knowledge and experience is an asset.
• Bilingual skills in French are an asset.

Responsibilities

• Accurately and efficiently process transfers in accordance with company policies and procedures, and review and approve staff journals.
• Review and process month-end reconciliations within deadline.
• Ensure proper protocol when delaying requests, and be concise when updating tracking systems with relevant information from internal and external sources.
• Use pertinent systems in compliance with company policy and industry regulations (e.g., laserfiche, OSM, Dataphile, ATON).
• Communicate with peers and Supervisor to ensure they are kept up to date on any issues/changes that arise from daily activity.
• Ensure internal manuals are current by updating any changes in company policy, industry regulation and system/procedure changes.
• Act as a department resource, providing coaching and mentoring to staff and coverage for the team and Supervisor.
• Act as a project lead on department projects and represent the team on larger projects.
• Understand the impact to internal and external partners and clients, researching and promptly resolving escalated issues.
• Provide quality customer service, consistently meeting or exceeding partner and client expectations in day-to-day dealings.
• Exercise sound judgment when balancing the needs of our partners against the needs of the business when handling issues, changing procedures, etc.
• Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives.

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
• Learning & development
• Education assistance program
• Regular social events

What This Job Offers

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