New Account Administrator

Position: New Account Administrator at Aviso
Elevate your career with Aviso Wealth as a New Accounts Administrator for a 6-month opportunity. Join a dedicated Operations team and process new accounts efficiently with a focus on compliance and customer service.

In this role, you will report to the Supervisor of Account Opening and Specialized Accounts. The successful candidate should have strong administrative skills and contribute to continuous improvement strategies. You will process new and fee-based accounts while ensuring compliance and timely data management, demonstrating your commitment to excellence.

Key Responsibilities:

• Process new accounts per established service agreements

• Provide administrative support for fee-based programs

• Ensure compliance and accurate documentation

• Update client data and manage internal systems

• Communicate effectively with team members regarding issues

Requirements:

• 1-2 years of administrative experience required

• Post-secondary education or equivalent experience

• Knowledge of Microsoft Office Suite

• Familiarity with Dataphile preferred

• Fluency in English;
French is an asset

Utilize your administrative skills and passion for finance to thrive as a New Account Administrator at Aviso Wealth.
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