Aviso Wealth

Administrator – New Accounts

Aviso Wealth

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$46,000 - CA$55,000 per year

About the role

  • Process new accounts in accordance with service level agreements
  • Provide administrative support and manage fee-based activities, including ongoing account maintenance within our various fee programs
  • Follow request-handling protocols by providing clear, concise notes containing relevant, up-to-date information from internal and external sources
  • Ensure documents are complete and accurate and enter and update client data
  • Properly use all relevant systems (Laserfiche, OSM, Dataphile) in accordance with company policies and industry regulations
  • Ensure accounts are prepared correctly in accordance with Account Opening Forms (AOF) and that transactions are coded according to tax reporting rules
  • Update internal manuals to reflect changes to company policies, industry regulations, systems and procedures
  • Inform peers and supervisors of any issues or changes
  • Regularly organize cross-training to support learning of all aspects of processing functions
  • Foster a continuous improvement environment that encourages ideas, curiosity and participation in various initiatives
  • Meet or exceed partner and client expectations daily, demonstrating an understanding of the impact of your work on these stakeholders

Requirements

  • Postsecondary education and/or equivalent experience
  • Minimum of 1–2 years of administrative experience, preferably in mutual funds or financial services
  • Completion of the Canadian Securities Course is an asset
  • Strong knowledge of Microsoft Office (Outlook, Excel, Word)
  • Knowledge of and experience with Dataphile is an asset
  • Fluency in English and French (written and spoken) is required to communicate effectively with partners, clients and colleagues across Canada
  • Ability to work standard Eastern Time hours
Benefits
  • A competitive compensation program that rewards and values individual contributions
  • Comprehensive health and dental benefits, and leading insurance coverage to meet diverse employee needs
  • Generous vacation, health and fitness benefits, and supplemental parental leave options
  • Additional employer contributions to our retirement program
  • A commitment to continuous employee development through learning and development 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 & Tools
administrative supportaccount maintenancedata entrytransaction codingdocument accuracycross-trainingcontinuous improvement
Soft Skills
communicationorganizationproblem-solvingcollaborationattention to detail
Certifications
Canadian Securities Course