Transfers Administrator

Position: Join Aviso as Transfers Administrator
Pursue a career as a Transfers Administrator at Aviso Wealth and be at the forefront of client transfer processing. This position emphasizes service excellence, collaboration, and dynamic problem-solving in a cooperative environment.

Reporting to the Supervisor, Transfers, the Transfers Administrator is key in overseeing the flow of transfer requests. The role demands initiative and a passion for learning, along with a focus on client-centric solutions. If you possess a strong desire to deepen your expertise while contributing to team success, this role suits you well.

Key Responsibilities:

• Process and monitor all incoming transfer requests

• Collect and review emails in the transfers mailbox

• Initiate transfers and keep track of their status

• Provide operational support for external transfer needs

• File and manage transfer documentation

Requirements:

• Minimum 1 year of back office administrative experience

• Detail-oriented and highly accurate

• Effective problem-solving and organizational skills

• Strong collaborative attitude in team projects

• Fluent in English and French communication

Contribute your skills to Aviso Wealth and help shape the future of financial well-being in Canada.
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