Aviso Wealth

Transfer Administrator

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 requested transfers in accordance with service-level agreements
  • Monitor the transfers mailbox and collect incoming mail
  • Initiate new manual or NELTC transfers, including internal transfers
  • Verify the status of initiated transfers and follow up as needed
  • Provide operational support for transfers to external institutions
  • File completed transfer documents and shred all printed materials
  • Review and respond to inquiries regarding transfers
  • Assist and backfill other members of the transfers team as required
  • Take on special projects or other assignments as requested

Requirements

  • Post-secondary education and/or equivalent experience
  • Minimum 1–2 years of back-office administration experience in a mutual funds/investment firm
  • Strong attention to detail and accuracy
  • Strong problem-solving skills
  • Excellent organizational skills and ability to juggle multiple tasks to meet daily deadlines
  • Team player, both within your own department and across the organization
  • Strong desire to develop subject-matter expertise over time, to communicate with and understand the functions of other teams within operations, and to take proactive steps toward that goal
  • Proficient with Microsoft Office (Outlook, Excel, Word)
  • Familiarity and experience with Dataphile, Fundserv, CDS, and DTCC is an asset
  • Bilingual written and verbal proficiency in English and French is required to communicate fluently and effectively with partners, clients, and colleagues across Canada
  • Ability to work standard Eastern Time business hours**
Benefits
  • A competitive compensation program that rewards and recognizes individual contributions
  • Comprehensive health, dental, and leading insurance benefits to meet employees' diverse needs
  • Generous vacation, health and wellness benefits, and enhanced parental leave options
  • Additional employer contributions to our retirement plan
  • A commitment to continuous employee development through learning and development programs and a training support program
  • Regular social events to promote team building
Applicant Tracking System Keywords

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

Hard Skills & Tools
back-office administrationattention to detailproblem-solvingorganizational skillstransfer processingmanual transfersNELTC transfers
Soft Skills
team playerability to juggle multiple tasksstrong desire to develop subject-matter expertise