Transfers Administrator

Aviso Wealth•Vancouver, BC

2d•CA$46,000 - CA$55,000•Onsite

About The Position

Aviso Wealth is seeking a Transfers Administrator to join their Transfers team. This role is responsible for the daily processing, review, and approval of transfers, as well as handling escalated items. The ideal candidate is collaborative, eager to learn, and energetic, thriving in a dynamic environment.

Requirements

Minimum 1 year 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
Fluent verbal and written communication skills in English and French are required

Nice To Haves

Experience with Dataphile 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
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
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

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