Senior Transfers Administrator, Temporary

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

Job summary

A financial services company in Montreal seeks a Senior Transfers Administrator to manage daily financial transfers and escalations, fostering strong client relationships. Candidates should have a background in finance and a minimum of 3 years in a related role. The position offers a salary range of $55,000 - $65,000 CAD annually along with excellent benefits and a supportive work culture.

Benefits

Competitive compensation package

Health, dental, and insurance benefits

Generous vacation time

Retirement matching contributions

Learning and development opportunities

Regular social events

Qualifications

• Minimum 3 years experience processing transfers in a financial securities firm.
• Knowledge of registered plan products including RRSPs, RRIFs, and mutual funds.
• Fluent communication skills in English; French is an asset.

Responsibilities

• Process transfers in compliance with company policies and industry regulations.
• Review and process month-end reconciliations.
• Act as project lead on department initiatives.

Skills

Customer service skills

Organizational skills

Decision-making skills

Ability to handle multiple tasks

Analytical skills

Interpersonal skills

Education

Post secondary education in business or financial administration

Tools

Dataphile

ATON

CDS

Arrow

Fundserv

Job description

Aviso Wealth

Aviso is dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, Aviso is 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.

The Opportunity

We’re looking for a Senior Transfers Administrator to join our Operations team for 12 months.

Reporting to the Supervisor, Transfers, the Senior Transfers Administrator is responsible for the daily processing, review and approval of financial industry transfers and dealing with escalated items. The Senior Transfers Administrator interacts daily with other departments and at times with external financial institutions.

Who you are

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso 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

• Accurately and efficiently process transfers in accordance with company policies and procedures, and review and approve staff journals
• Review and process month-end reconciliations within deadline
• Ensure proper protocol when delaying requests, and be concise when updating tracking systems with relevant information from internal and external sources
• Use pertinent systems in compliance with company policy and industry regulations (Dataphile, ATON, CDS, Arrow and / or Fundserv)
• Communicate with peers and Supervisor to ensure they are kept up to date on any issues / changes that arise from daily activity
• Ensure internal manuals are current by updating any changes in company policy, industry regulation and system / procedure changes
• Act as a department resource, providing coaching and mentoring to staff and coverage for the team and Supervisor
• Act as a project lead on department projects and represent the team on larger projects
• Understand the impact to internal and external partners and clients, researching and promptly resolving escalated issues
• Provide quality customer service, consistently meeting or exceeding partner and client expectations in day-to-day dealings
• Exercise sound judgment when balancing the needs of our partners against the needs of the business when handling issues, changing procedures, etc.
• Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives

Your experience and skills

• Post secondary education in business or financial administration preferred
• Minimum 3 year's experience processing transfers in a back-office department of a financial securities firm
• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an asset
• Dataphile, ATON, CDS, Arrow and / or Fundserv knowledge and experience is an asset
• Knowledgeable about registered plan products including RRSPs, RRIFs, Locked-in plans and investments such as mutual funds and equities
• Strong organizational, time management and decision-making skills with the ability to handle multiple tasks in a detailed environment
• Demonstrated ability to work calmly, accurately and effectively in a fast-paced environment with the flexibility to meet changing needs and manage deadlines
• Superior customer service skills with the ability to quickly identify and resolve issues to the satisfaction of all parties
• Extremely detail oriented and accurate with solid analytical, and problem-solving skills
• Excellent interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
• Able to work independently, and is a team player who shares knowledge and trains others
• Highly self-motivated and results driven with an ability to set priorities and meet deadlines. Delegates effectively to achieve required objectives
• Intermediate skills in Outlook, Excel, and Word
• Fluent communication skills in English is required and French is an asset

Benefits

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 the Personal 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 $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.