Bilingual Transfers Administrator

Aviso Wealth; Toronto; On-site; CAD 46,000 - 55,000; Full time

Job summary

An established industry player is seeking a Bilingual Transfers Administrator to join their dynamic Transfers team. In this role, you will be responsible for processing transfer requests, monitoring communications, and providing operational support. The ideal candidate will thrive in a collaborative environment, demonstrating excellent attention to detail and problem-solving skills. This position offers an exciting opportunity to grow within a company that values innovation and continuous improvement. Join a team that prioritizes service excellence and fosters a culture of teamwork and inclusion, making a meaningful impact on the financial well-being of Canadians.

Benefits

Competitive compensation package

Health, dental and insurance benefits

Generous vacation time

Fitness benefit

Parental leave top-up options

Retirement program matching contributions

Learning & development opportunities

Education assistance program

Regular social events

Qualifications

• 1-2 years of experience in back-office administration in finance.
• Strong desire to become a subject matter expert over time.

Responsibilities

• Process transfer requests according to service level agreements.
• Monitor transfers mailbox and handle inquiries.
• Provide operational support for transfers to external institutions.

Skills

Attention to Detail

Problem-Solving

Organizational Skills

Team Collaboration

Bilingual (French and English)

Education

Post-secondary education

Tools

Microsoft Office (Outlook, Excel, Word)

Dataphile

Fundserv

CDS

DTCC

Job description

Aviso Wealth:

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 www.aviso.ca.

The Opportunity:

We are looking for a Bilingual Transfers Administrator to join our Transfers team.

Reporting to the Supervisor, Transfers, the Bilingual Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner.
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes.
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization.

What your day looks like:

• 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.

Your experience and skills:

• 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).
• Knowledge and experience of Dataphile, Fundserv, CDS and DTCC is an asset.
• This role is required to conduct business in French. Bilingual in English is an asset and is strongly preferred.
• Ability to work EST standard hours.

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• 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.

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

Salary

This position is posted with an expected salary range of $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.