Corporate Actions Administrator, Temporary

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

Job summary

Aviso Wealth is seeking a Corporate Actions Administrator for an 18-month role in Toronto. This position involves processing corporate actions and ensuring compliance with tax requirements while delivering exceptional service to clients. Join a dynamic, client-focused organization that values collaboration and continuous improvement.

Benefits

Competitive compensation package

Health, dental and insurance benefits

Generous vacation time

Parental leave top-up options

Professional development assistance

Qualifications

• Some post-secondary education including professional development.
• 2 years of related work experience required.
• Fluent communication skills in English are mandatory; bilingual in French is an asset.

Responsibilities

• Coordinate and distribute mandatory and voluntary bulletins.
• Process corporate actions with accuracy according to service standards.
• Provide excellent customer service to internal and external clients.

Skills

Analytical skills

Problem solving

Attention to detail

Customer service

Communication

Education

Post-secondary education

Completion of CSC

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’re looking for a Corporate Actions Administrator to join our Operations team for 18 months.

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.

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:

• 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 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 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, 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.

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. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

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.