Corporate Actions Administrator

Aviso Wealth Inc.; Vancouver; On-site; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Retirement plan matching

Generous vacation time

Parental leave top-up

Education assistance

Social events

Job summary

Aviso Wealth Inc. in Vancouver is seeking a Corporate Actions Administrator to join our Operations team. You will process and report reorganizations, offers, name changes and other corporate actions for securities held by Aviso, maintaining high accuracy and client service standards.

Ideal candidates have at least two years of related experience, post-secondary education, and a CSC credential is a plus. Fluency in English is required; French is an asset.

Qualifications

• Post-secondary education completed or in progress.
• CSC is an asset and may enhance candidacy.
• Strong analytical and problem-solving skills with attention to detail.

Responsibilities

• Coordinate and distribute Canadian and US corporate action bulletins.
• Process mandatory and voluntary corporate actions with accuracy and within service standards.
• Set up client accounts for DRIPs per requests and ensure correct tax treatment.

Skills

Analytical skills

Problem solving

Attention to detail

Customer service

Interpersonal skills

Multitasking

Time management

Independent work

French (asset)

Education

Post-secondary education

CSC certification (asset)

Job 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 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. As one aviso: We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported We Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

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

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.

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 ma