New Accounts Administrator, Temporary

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

Job summary

Aviso Wealth, a leader in Canadian wealth management, is seeking a New Accounts Administrator for a 12-month position in Toronto. This role focuses on processing new and fee-based accounts with an emphasis on service excellence and continuous improvement, ideal for candidates with a background in finance or business and strong administrative skills.

Benefits

Competitive compensation package

Excellent health, dental, and insurance benefits

Generous vacation time and fitness benefits

Matching contributions to retirement program

Continuous improvement, learning, and development support

Regular social events to foster teamwork

Qualifications

• Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry.
• 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; bilingual skills in French are an asset.

Responsibilities

• Process new account setup and provide administrative support for fee-based business lines.
• Ensure proper protocol when processing requests and maintain accurate internal manuals.
• Foster an environment of continuous improvement and meet or exceed partner & client expectations.

Skills

Service

Execution

Collaboration

Education

Post-secondary program in Finance or Business

Tools

Dataphile

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 for a New Accounts Administrator to join our Operations team for 12 months.

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.

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:

• 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?

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.

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.