Senior Transfers Administrator, Temporary

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well‐being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

We’re looking for a Senior Transfers Administrator to join our Operations team for 10 months.

Reporting to the Supervisor, Transfers, the Senior Transfers Administrator is responsible for the daily processing, review and approval of financial industry transfers and dealing with escalated items. The Senior Transfers Administrator interacts daily with other departments and at times with external financial institutions.

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client‑centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

• Accurately and efficiently process transfers in accordance with company policies and procedures, and review and approve staff journals
• Review and process month‑end reconciliations within deadline
• Ensure proper protocol when delaying requests, and be concise when updating tracking systems with relevant information from internal and external sources
• Use pertinent systems in compliance with company policy and industry regulations (e.g., laserfiche, OSM, Dataphile, ATON)
• Communicate with peers and Supervisor to ensure they are kept up to date on any issues/changes that arise from daily activity
• Ensure internal manuals are current by updating any changes in company policy, industry regulation and system/procedure changes
• Act as a department resource, providing coaching and mentoring to staff and coverage for the team and Supervisor
• Act as a project lead on department projects and represent the team on larger projects
• Understand the impact to internal and external partners and clients, researching and promptly resolving escalated issues
• Provide quality customer service, consistently meeting or exceeding partner and client expectations in day‑to‑day dealings
• Exercise sound judgment when balancing the needs of our partners against the needs of the business when handling issues, changing procedures, etc.
• Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives

Your experience and skills:

• Post secondary education in business or financial administration preferred
• Minimum 3 year’s experience processing transfers in a back‑office department of a financial securities firm
• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an asset
• Dataphile, ATON, CDS, Arrow and/or Fundserv knowledge and experience is an asset
• Knowledgeable about registered plan products including RRSPs, RRIFs, Locked‑in plans and investments such as mutual funds and equities
• Strong organizational, time management and decision‑making skills with the ability to handle multiple tasks in a detailed environment
• Demonstrated ability to work calmly, accurately and effectively in a fast‑paced environment with the…