Bilingual Transfers Administrator, Temporary
Job in
Montreal, Montréal, Province de Québec, Canada
Listing for:
Aviso Wealth
Seasonal/Temporary
position
Listed on 2026-06-24
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Banking & Finance, Data Entry
-
Finance & Banking
Office Administrator/ Coordinator, Banking & Finance
Job Description & How to Apply Below
Location: MontrealAviso 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
The Opportunity:
We are looking to fill an opening for a Bilingual Transfers Administrator to join our Transfers team for 6 months.
Reporting to the Supervisor, Transfers, the Bilingual Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment.
Who you are:
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 partnerExecution – 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 mistakesCollaboration – 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 organizationWhat your day looks like:
Process transfer in requests according to service level agreementsMonitor the transfers mailbox and collect incoming mailInitiate new manual or ATON transfers in and transfers out, including internal transfersTrack status and follow-up on initiated transfersProvide operational support for transfers to external institutionsFile completed transfer documents and shred all printed documentsReview and respond to transfers in inquiriesAssist / cover others in the Transfers Department as neededHandle special projects or other assignments as requestedRequirements
Your experience and skills:
Post-secondary education and/or equivalent experienceMinimum 1-2 years of experience in back-office administration in a financial securities firmExtremely detail oriented and accurateStrong problem-solving skillsExcellent organizational and multi-tasking skills to meet required deadlines dailyStrong team player in the department and across departmentsStrong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in OperationsStrong knowledge of Microsoft Office (Outlook, Excel, Word)Knowledge and experience of Dataphile, Fundserv, CDS and DTCC is an assetFluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across CanadaAbility to work EST standard hoursBenefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
Competitive compensation package that rewards and recognizes individual contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top-up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkYour Information
By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for…
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
