Corporate Actions Administrator

Aviso Wealth Inc.; Toronto; On-site; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Health and dental benefits

Insurance benefits

Generous vacation time

Fitness benefit

Parental leave top-up

Retirement contributions

Education assistance

Team social events

Job summary

Aviso Wealth Inc. is seeking a Corporate Actions Administrator to join our Operations team in Canada. You will handle processing and reporting of reorganizations, name changes, and other corporate actions for securities held by Aviso.

You will coordinate bulletins for Canadian and US positions, ensure accurate tax treatment, and provide excellent client service while adhering to internal controls and regulatory requirements. This is a dynamic, oneaviso culture environment.

Qualifications

• 2 years of related work experience.
• CSC is an asset.
• Strong analytical and problem solving skills with attention to detail.
• Ability to analyze discrepancies and provide solutions.
• Ability to work independently with limited guidance.
• Ability to organize and prioritize tasks to meet deadlines.
• Ability to multi-task and manage fluctuating workloads.
• Excellent customer service and interpersonal skills.
• Fluent English; bilingual in French is an asset.

Responsibilities

• Coordinate, review, and distribute Canadian and US corporate action bulletins.
• Process corporate actions for Aviso-held securities with accuracy and within service standards.
• Process daily entitlements and ensure correct tax treatment.
• Set up DRIPs based on client requests.
• Provide excellent service to clients and colleagues.
• Keep procedure manuals updated and compliant with controls and regulations.
• Participate in team meetings and suggest process improvements.

Skills

Analytical thinking

Problem solving

Attention to detail

Independent work

Task prioritization

Multi-tasking

Customer service

English fluency

Education

Post-secondary education

CSC (asset)

Job description

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’re looking to fill an opening for a Corporate Actions Administrator to join our Operations team.

Reporting to the Supervisor, Corporate Actions, the Corporate Actions Administrator is responsible for the processing and reporting of reorganizations, offers, name changes, and any other corporate actions for security positions held at Aviso.

Asoneaviso:

• We Care– Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported

• We Dare–You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

• We Share– Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed

• We Deliver– Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways toimprove

What your day looks like:

• Coordinate, review, and distribute all Canadian and US depository mandatory and voluntary bulletins
• Process all mandatory and voluntary corporate actions for securities held at Aviso with exceptional accuracy and within specified service standards
• Process all daily entitlements
• Ensure all corporate actions are processed with appropriate US or Canadian tax treatment
• Set client accounts up for dividend reinvestment plans (DRIPs) based on requests received
• Provide excellent customer service to external and internal clients
• Ensure procedure manuals are updated regularly and in adherence with internal controls and regulatory requirements
• Actively participate in team meetings and seek ideas for process improvements

Your experience and skills:

• Some post-secondary education (including professional development)
• 2 years of related work experience
• Completion of CSC is an asset
• Application of strong analytical and problem solving skills with attention to detail
• Ability to analyze discrepancies and provide solutions
• Ability to work independently and apply knowledge with limited guidance
• Ability to organize and prioritize tasks in order to meet required deadlines
• Ability to multi-task and manage fluctuating workloads
• Excellent customer service and interpersonal skills
• Fluent communication skills in English are required and bilingual skills in French are an asset

Why Aviso?

At Aviso, 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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including thePersonal Information Protection and Electronic Documents Act (PIPEDA)and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Equal Employment Opportunity

Aviso 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 approximately $145 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, and Montreal. 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.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.

Salary

This position is posted with an expected salary range of $55,000 - $65,000CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.