Transfers Administrator, Temporary

Aviso Wealth • Toronto, ON

6d • CA$46,000 - CA$55,000 • Onsite

About The Position

Aviso Wealth is seeking a Transfers Administrator to join their Transfers team for a 6-month temporary position. The role involves 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 dedicated to improving the financial well-being of Canadians through innovation, responsibility, and community.

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)
• Ability to work EST standard hours
• Fluency (written and spoken) in English is required

Nice To Haves

• Knowledge and experience of Dataphile, Fundserv, CDS and DTCC is an asset
• Bilingual skills in French are 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
• 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: Entry Level
• Education Level: Associate degree