Aviso Wealth

Bilingual Transfers Supervisor

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

Tech Stack

FluxVue.js

About the role

  • Set standards for departmental procedures and monitor them to ensure quality, accuracy and efficiency of work while meeting service level agreements (SLAs).
  • Create a positive, leadership-driven environment by earning the respect of staff, peers and stakeholders.
  • Ensure staff receive appropriate and timely training and development.
  • Coach staff to improve performance while increasing/maintaining employee engagement and career progression, and support onboarding and integration of new employees.
  • Ensure all processes and procedures are kept up to date in all manuals — internal and external — including the department’s service level agreements.
  • Manage internal and external communications using appropriate distribution channels, liaising with external vendors and trustees as required.
  • Analyze current business practices and identify areas where the department can improve processes; make recommendations and implement procedures to streamline workflow.
  • Manage work related to departmental projects and participate in the implementation of department and divisional initiatives as needed, delegating when appropriate.
  • Support staff with complex issues or escalations, respond to client (internal and external) inquiries and ensure customer service levels are maintained within the department, informing management as necessary.
  • Forecast appropriate staffing levels as well as training and development needs, including cross-training staff so employees remain current and can perform the tasks required for each role on the team.
  • Review and approve daily journal entries and monthly account reconciliations (IIROC and MFDA).
  • Report monthly, in a timely manner, on the standards established by service level agreements, including exceptions, and create business plans to manage resources during high-volume periods.
  • Stay current with industry initiatives and standards (MFDA and IIROC) and maintain up-to-date knowledge of registered plan products, CDS’s NELTC service, IIROC and MFDA rules, legislation and protocols.
  • Liaise with management regarding process and procedure reporting for external and internal auditors, as required.

Requirements

  • Postsecondary education and ongoing training related to the investment industry, specifically operations functions.
  • Strong knowledge of relevant regulatory requirements; successful completion of CFIC or CCVM is an asset.
  • Three to five years of progressively responsible experience in the investment industry, including one to two years in a supervisory role.
  • Excellent delegation, organization, time-management and administrative skills.
  • Strong attention to detail and accuracy.
  • Ability to work under pressure, prioritize and meet deadlines.
  • Solid analytical and problem-solving skills, and the ability to manage multiple tasks while maintaining attention to detail.
  • Excellent customer service skills and the ability to quickly identify and resolve issues in a manner satisfactory to all parties.
  • Highly motivated, with a strong focus on achieving objectives.
  • Intermediate computer skills in MS Word, Excel, Outlook and Access. Advanced Excel skills are an asset.
  • Excellent communication skills in both French and English required.
Benefits
  • A competitive compensation program that rewards and recognizes individual contributions.
  • Comprehensive health, dental and life insurance to meet diverse employee needs.
  • Generous vacation, health and fitness benefits, and supplementary parental leave options.
  • Additional employer contributions to our retirement program.
  • A commitment to continuous staff development through learning and development initiatives and a training support program.
  • Regularly organized social events to promote teamwork.

Applicant Tracking System Keywords

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

Hard skills
regulatory requirementsCFICCCVMaccount reconciliationsjournal entriesanalytical skillsproblem-solving skillstime-management skillsattention to detailcustomer service skills
Soft skills
delegationorganizationadministrative skillsability to work under pressureprioritizationmotivationcommunication skillsleadershipcoachingemployee engagement
Certifications
postsecondary educationCFICCCVM