Administrator, Transfers

Aviso Wealth

. Process requested transfers in accordance with service level agreements .

Posted 4/29/2026full-timeMontreal • 🇨🇦 CanadaJuniorMid-Level💰 CA$46,000 - CA$55,000 per yearWebsite

About the role

Key responsibilities & impact

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 required
Provide operational support for transfers to external institutions
File documents for completed transfers and shred all printed documents
Review transfer inquiries and respond to requests
Assist and back up other members of the transfers team as needed
Take on special projects or other assignments as requested

Requirements

What you’ll need

Post-secondary education and/or equivalent experience
Minimum of 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 the ability to manage multiple tasks to meet daily deadlines
Team-oriented, both within the department and across the organization
Strong desire to develop subject-matter expertise over time, to communicate with and understand the functions of other operations teams, and to take proactive steps in that direction
Proficient in Microsoft Office (Outlook, Excel, Word)
Knowledge and experience with Dataphile, Fundserv, CDS, and DTCC considered an asset
Bilingual in English and French (written and spoken) required to communicate fluently and effectively with partners, clients, and colleagues across Canada
Availability to work standard Eastern Time hours

Benefits

Comp & perks

Competitive compensation program that recognizes and rewards individual contributions
Comprehensive health and dental benefits and leading insurance coverage to meet employees' diverse needs
Generous vacation, wellness and fitness benefits, and enhanced parental leave options
Additional employer contributions to our retirement plan
Commitment to continuous employee development through learning and development programs and a training support program
Regularly organized social events to promote team building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

back-office administrationattention to detailproblem-solvingorganizational skillstransfer processingdocument filingtransfer inquiriessubject-matter expertisemultitasking

Soft Skills

team-orientedcommunicationproactive