Aviso Wealth

Bilingual Supervisor, Transfers

Aviso Wealth

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • 🇨🇦 Canada

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Salary

💰 CA$83,000 - CA$100,000 per year

Job Level

Mid-LevelSenior

About the role

  • Set and monitor standards for departmental procedures, ensuring quality, accuracy and efficiency maintaining SLA’s
  • Set positive leadership tone through gaining respect of staff, peers and stakeholders
  • Ensure staff members receive timely and appropriate training and development
  • Coach staff to increase performance while increasing/maintaining employee engagement and career growth and support onboarding of new employees
  • Ensure all processes and procedures are current in all manuals – internal and external, including departmental SLAs
  • Responsible for internal and external communications while following the appropriate channels for distribution, liaising with external vendors and trustees as required
  • Analyze current business practices and identify areas within the department for process improvements, make recommendations and implement procedures to streamline workflow
  • Handle departmental project related work and participate in the implementation of department and division initiatives as required and delegate as necessary
  • Support staff with escalated or complex issues and respond to all customer inquiries (internal/external) and ensure customer service levels are maintained within the department, updating management as appropriate
  • Ensure appropriate staffing, training and development needs including cross-training of staff so that individuals are up to date and can provide redundancy in all positions within the team
  • Review and approve daily journal postings and monthly account reconciliations (IIROC/MFDA)
  • Monthly reporting of SLA standards, including exceptions, in a timely manner and create business plans to manage resources during high volumes
  • Maintain current knowledge of industry initiatives and standards (MFDA/IIROC) and registered plans products, CDS/ATON, IIROC/MFDA rules, regulations, and protocols
  • Liaise with management in the process and procedural reporting for both external and internal auditors as required

Requirements

  • Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
  • In-depth knowledge of relevant regulatory requirements, and the successful completion of the IFIC and/or the CSC is an asset
  • 3 – 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 – 2 years
  • Excellent delegation, organizational, time management and administrative skills
  • Strong attention to detail and accuracy
  • Ability to work under pressure, set priorities and meet time constraints
  • Solid analytical and problem-solving skills with the ability to handle multiple tasks with the appropriate attention to detail
  • Superior customer service with the ability to quickly identify and resolve problems to the satisfaction of all parties
  • Highly motivated and results driven
  • Intermediate computer skills in MS Word, Excel, Outlook, Access. Advanced Excel skills an asset
  • Fluent communication skills in both French and English are required
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 continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
regulatory requirementsSLA standardsaccount reconciliationsbusiness practices analysisprocess improvementsproject managementcustomer serviceanalytical skillsproblem-solving skillsadvanced Excel skills
Soft skills
leadershipdelegationorganizational skillstime managementattention to detailability to work under pressureprioritizationmotivationresults drivencommunication skills
Certifications
IFICCSC