Aviso Wealth

Bilingual Operations Manager, New Accounts

Aviso Wealth

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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Salary

💰 CA$93,000 - CA$113,000 per year

About the role

  • Responsible for management of Aviso’s New Accounts & Account Maintenance team for the Correspondent & Institutional lines of business, ensuring team members are performing their assigned duties in accordance with internal procedures and service level agreements (SLAs)
  • Direct supervision and ongoing performance management of the Operations Supervisors who are in turn responsible for the daily-to-day management of SLA performance by the team
  • Ongoing monitoring and management of the team’s resources to ensure appropriate staffing and coverage
  • Ensure appropriate training, support and tools are provided to Operations to perform their duties. This pertains not only to developing and maintaining the required skills and knowledge to succeed in their role, but also the system reporting, and tools required to complete their assigned duties
  • Identify and resolve trends in escalations, delays or errors by the team
  • Ensure appropriate management of the shared Operations inbox(es) so that accurate and timely responses are provided to partners in a professional and service-first manner. This includes leading the development of a process or system to identify and track the advisor/partner queries
  • Assist with the planning and execution of corporate and department level projects or initiatives, as assigned by the Director, Operations

Requirements

  • Bachelors’ Degree in Commerce, Business Management or a related field is an asset
  • Minimum 5 years of progressive work experience in the Mutual Fund or Brokerage industry, with at least 2 years in a supervisory role
  • Strong people leadership and talent management skills, including attracting and hiring talent, engagement with staff and a focus on individual and team development
  • Keen business acumen, business judgement and problem-solving skills to serve as a trusted advisor
  • Ability to work independently to achieve required objectives, within Company and regulatory requirements
  • Self-motivated, results orientated with strong attention to detail and accuracy
  • Proven ability to work well under pressure and in a fast-paced environment
  • Proven decision-making, prioritizing, and interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
  • Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
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 & Tools
performance managementstaffingtrainingsystem reportingproject planningproblem-solvingdecision-makingattention to detailregulatory compliancebusiness acumen
Soft Skills
people leadershiptalent managementengagementself-motivatedresults orientedinterpersonal skillsability to work independentlyability to work under pressureprioritizingeffective communication
Certifications
Bachelors’ Degree in CommerceBachelors’ Degree in Business Management