Account Officer

Aviso Wealth; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading wealth management organization in Toronto is seeking an Account Officer for their Correspondent Partner team. The role involves supporting partners with outstanding service, addressing operational and service matters, and assisting with daily activities and reporting. Ideal candidates are dedicated to client service and possess a proactive approach to problem-solving.

Responsibilities

• Support Aviso Correspondent Partners by providing outstanding service for clients.
• Follow up and investigate operational and service matters related to wealth management delivery.
• Assist in day-to-day support activities and some reporting.

Job description

Overview

Description

Aviso :

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 .

The Opportunity :

Were looking for an Account Officer join our Aviso Correspondent Partner team.

Reporting to the Director Partner Services and Onboarding the Account Officer is responsible for supporting Aviso Correspondent Partners by providing outstanding service for clients team members and related parties. We offer comprehensive custody and trading services to help portfolio managers introducing brokers and financial partners grow their business. You will be responsible for working with team members of Aviso Correspondent Partners to follow up and investigate operational and service matters related to the delivery of wealth management this position you will support the efforts of the team by assisting in doing day to day and support related activities and some reporting.

Who you are :