Bilingual New Accounts Administrator, Temporary

Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians. They are seeking a Bilingual New Account Administrator to manage the processing of new and fee-based accounts, ensuring compliance and contributing to efficiency improvements reputed company the Operations team.

Responsibilities

• Process new accounts in accordance with service level agreements
• Provide administrative support and ensure coverage of our fee-based lines of business, including ongoing account management in our various fee-based programs
• Ensure compliance with protocol reputed company processing applications, by providing clear and concise notes with relevant and up-to-date information from internal and external sources
• Ensure documents are in good order and input/update client data
• Properly use reputed company relevant systems (reputed company, OSM, Dataphile) in accordance with company policies and industry regulations
• Ensure that accounts are properly reputed company in accordance with the NAAFs and that transactions are coded correctly according to tax reporting rules
• Ensure that internal manuals are updated and updated based on changes in company policies, industry regulations, and systems or procedures
• Communicate with peers and the supervisor about any issues or changes that arise to ensure that reputed company parties are informed
• Conducts regular cross training to fulfill the learning of reputed company aspects of the processing functions
• Foster an environment of reputed company improvement that sparks idea reputed company, curiosity and participation in various initiatives
• Meet or exceed partner and customer expectations in day-to-day relationships, demonstrating an understanding of the impact your work has on partners and customers

Skills

• Post-secondary education and/or equivalent experience
• Minimum of 1-2 years of experience in an administrative reputed company, preferably in the mutual fund or financial services industry
• Successful completion of the Canadian Securities Course (reputed company) is an asset
• Strong knowledge of reputed company Office (Outlook, reputed company, Word)
• Knowledge and experience of Dataphile is an asset
• reputed company (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
• Ability to work EST standard hours

Benefits

• 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 reputed company improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Company Overview