New Accounts Administrator

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

Benefits offered by this job

Competitive compensation

Health and dental benefits

Vacation & parental leave

Retirement plan matching

Learning and development

Education assistance

Regular social events

Job summary

Aviso Wealth is seeking a New Accounts Administrator to join the Operations team in Canada. You will manage day-to-day processing of new and fee-based accounts within the IIROC dealer space, ensuring accuracy and timely updates while collaborating with the Service Centre.

The role emphasizes continuous improvement, adherence to SLAs, and cross-training to cover all processing functions. Fluency in English is required, with French an asset.

Qualifications

• Post-secondary program in Finance or Business preferred.
• Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry.
• Dataphile knowledge is an asset.
• Background in the Credit Union system is an advantage.
• Completion of the CSC and/or IFIC course is an asset.
• Fluent English; bilingual French is an asset.

Responsibilities

• Process new account set up in line with Service Level Agreements and relevant top-tier Credit Unions.
• Provide administrative support for fee-based business lines and maintain accounts in fee-based programs.
• Generate and post monthly fees and ensure proper notes with updated information.
• Use Laserfiche, OSM, and Dataphile per policy and regulatory rules.
• Code transactions correctly and ensure tax reporting rules are followed.
• Keep internal manuals current with policy and system changes.
• Communicate issues to peers and supervisor to keep everyone informed.
• Coordinate cross-training to cover processing functions.

Skills

English fluency

Administrative experience

French (optional)

Financial industry exposure

Credit union knowledge (advantage)

Client service mindset

Education

Post-secondary program in Finance or Business

CSC/IFIC course (asset)

Tools

Dataphile

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 New Accounts Administrator to join our Operations team.

Reporting to the Supervisor, New Accounts, the New Accounts Administrator is responsible for the day to day processing of new accounts and fee-based accounts in a timely and accurate manner in the IIROC dealer space.

The New Accounts Administrator interacts daily with other individuals in Operations as well as our Service Centre. Continuous improvement is front of mind and the incumbent will be expected to contribute to and/or support ideas for improved efficiencies.

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:

• Processing new account set up in conjunction with Service Level Agreements and giving consideration when processing top tier Credit Unions
• Provide administrative support/coverage for our fee-based business lines, including ongoing maintenance of accounts in our various fee-based programs and the generation and posting of the monthly fees
• Ensure proper protocol when processing requests, providing clear and concise notes with relevant updated information from internal and external sources
• Uses all pertinent systems (laserfiche, OSM, Dataphile) properly in compliance with company policy and industry regulation
• Ensures accounts are set up correctly as per NAAFs and transactions are coded correctly with tax reporting rules
• Ensures internal manuals are current and updated with changes in company policy, industry regulation and system/ procedure changes
• Communicates with peers and supervisor regarding any issues/ changes that arise to ensure all parties are kept up to date
• Scheduling consistent cross-training to ensure incumbent learns and understands all aspects of the processing functions

• Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives
• Meets or exceed partner & client expectations in day-to-day dealings, demonstrating an understanding of the impact to partners and clients of your work

Your experience and skills:

• Completion of post-secondary program in Finance or Business is preferred
• Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry
• Dataphile knowledge and experience is an asset
• Background in the Credit Union system is an advantage
• Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
• 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

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.

Further information is available on the Privacy link on our Career Page – Privacy Policies

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, 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 $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.