New Accounts Onboarding Specialist

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

Benefits offered by this job

Competitive compensation

Health and dental benefits

Generous vacation time

Fitness benefit

Parental leave top-up

Retirement contributions matching

Education assistance program

Regular social events

Job summary

Aviso Wealth is seeking a New Account Administrator to join the Operations team in Vancouver for a 6-month term. The role handles day-to-day processing of new and fee-based accounts in the CISO Dealer Member space, interacting with the Operations and advisor service teams to ensure accuracy and timeliness.

Responsibilities include processing accounts, supporting fee-based programs, maintaining compliant notes, data input, and system usage (Laserfiche, OSM, Dataphile).

Qualifications

• Minimum 1–2 years of experience in an administrative capacity, preferably in mutual funds or financial services.
• Strong knowledge of Microsoft Office (Outlook, Excel, Word).
• Fluency in English required; bilingual French asset.

Responsibilities

• Process new accounts in accordance with service level agreements.
• Provide administrative support for fee-based lines of business and ongoing account management.
• Ensure compliance with processing protocols and maintain clear notes from sources.
• Input and update client data; ensure documents are in good order.
• Utilize Laserfiche, OSM and Dataphile per policy and regulations.
• Ensure transactions are coded correctly for tax reporting; update internal manuals as policies change.
• Communicate with peers and supervisor about issues or changes; participate in cross-training.
• Support continuous improvement initiatives and meet partner/customer expectations.

Skills

Administrative experience

MS Office

Dataphile experience

English fluency

French asset

CSC asset

EST hours

Education

Post-secondary education

CSC completion asset

Tools

Dataphile

Job description

Aviso Wealth is seeking a New Account Administrator to join the Operations team in Vancouver for a 6-month term. The role handles day-to-day processing of new and fee-based accounts in the CISO Dealer Member space, interacting with the Operations and advisor service teams to ensure accuracy and timeliness.

Responsibilities include processing accounts, supporting fee-based programs, maintaining compliant notes, data input, and system usage (Laserfiche, OSM, Dataphile).