Transfers Administrator

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 to fill an opening for a Transfers Administrator to join our Transfers team.

Reporting to the Supervisor, Transfers, the 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.

• 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.

• Process transfer in requests according to service level agreements.
• Monitor the transfers mailbox and collect incoming mail.
• Initiate new manual or ATON transfers in and transfers out.
• Track status and follow‑up on initiated transfers.
• Provide operational support for transfers to external institutions.
• File completed transfer documents and shred all printed documents.
• Review and respond to transfers in inquiries.
• Assist/cover others in the Transfers Department as needed.
• Handle special projects or other assignments as requested.

• Minimum 1 year experience in back office administration in a financial securities firm.
• Extremely detail oriented and accurate.
• Strong problem‑solving skills.
• Excellent organizational and multi‑tasking skills to meet required deadlines daily.
• Strong team player in the department and across departments.
• Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations.
• Experience with Dataphile is an asset.
• Fluent verbal and written communication skills in English and French are required.

• Competitive compensation package that rewards and recognizes individual contributions.
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees.
• Generous vacation time, fitness benefit, parental leave top‑up options.
• Matching contributions to our retirement program.
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program.
• Regular social events to foster teamwork.

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies.

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

This position is posted with an expected salary range of $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.