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

The Opportunity:

We are looking to fill an opening for a Transfers Administrator to join our Transfers team for 6 months.

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.

Asoneaviso:

We Care – Youdo the right thing for clients,partners and colleagues. Youbuild trusted relationships,champion service excellence, and contribute to a culture where people feel valued and supported

We Dare –You challenge the status quo with bold ideasand fresh perspectives. You embrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

We Share – You collaborate openlyand build meaningful relationships. Youseek out diverse perspectives, share yourknowledgeand work together to help colleagues,clients and partners succeed

We Deliver – Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.

You hold yourself accountable and continuously look for ways toimprove

What your day looks like:

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, including internal transfers

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

Your experience and skills:

Post-secondary education and/or equivalent experience

Minimum 1-2 years of 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

Strong knowledge of Microsoft Office (Outlook, Excel, Word)

Knowledge and experience of Dataphile, Fundserv, CDS and DTCC is an asset

Fluency (written and spoken) in English is required and bilingual skills in French are an asset

Ability to work EST standard hours

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 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

Your Information
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…