New Accounts Administrator
Aviso Wealth
contract
Posted on:
Location Type: Hybrid
Location: Toronto • Canada
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Salary
💰 CA$46,000 - CA$55,000 per year
Job Level
About the role
- Processing new account set up in conjunction with Service Level Agreements and giving consideration when processing top tier Credit Unions
- Provide administrative support/coverage for our fee-based business lines, including ongoing maintenance of accounts in our various fee-based programs and the generation and posting of the monthly fees
- Ensure proper protocol when processing requests, providing clear and concise notes with relevant updated information from internal and external sources
- Uses all pertinent systems (laserfiche, OSM, Dataphile) properly in compliance with company policy and industry regulation
- Ensures accounts are set up correctly as per NAAFs and transactions are coded correctly with tax reporting rules
- Ensures internal manuals are current and updated with changes in company policy, industry regulation and system/ procedure changes
- Communicates with peers and supervisor regarding any issues/ changes that arise to ensure all parties are kept up to date
- Scheduling consistent cross-training to ensure incumbent learns and understands all aspects of the processing functions
- Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives
- Meets or exceed partner & client expectations in day-to-day dealings, demonstrating an understanding of the impact to partners and clients of your work
Requirements
- Completion of post-secondary program in Finance or Business is preferred
- Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry
- Dataphile knowledge and experience is an asset
- Background in the Credit Union system is an advantage
- Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
- Fluent communication skills in English are required and bilingual skills in French are an asset
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
administrative supportaccount processingfee generationtax reportingcross-trainingcontinuous improvement
Soft skills
communicationcollaborationproblem-solvingattention to detail
Certifications
Canadian Securities Course (CSC)Investment Funds Institute of Canada (IFIC)