Senior Transfers Administrator at Aviso Wealth

Drive excellence in transfers management with Aviso Wealth as a Senior Transfers Administrator. This 10-month role offers a chance to enhance client relationships and ensure smooth transfer processes.

In this position, you will be part of the Operations team, focusing on processing financial transfers, handling escalations, and collaborating with internal teams and external institutions. Your strong organizational skills will ensure accurate and timely month-end reconciliations and the updating of internal manuals. You will actively contribute to a culture of continuous improvement while mentoring other team members.

Key Responsibilities:

• Process transfers accurately according to company guidelines

• Perform month-end reconciliations efficiently

• Update tracking systems with precise information

• Provide coaching and mentorship to team staff

• Lead departmental projects and handle escalated issues

Requirements:

• Minimum 3 years' experience in transfer processing

• Post-secondary education in business or finance preferred

• Knowledge of Dataphile, ATON, and registered plan products

• Strong analytical and problem-solving skills

• Bilingual skills in French are an asset

Excel in client-focused transfer management while fostering positive relationships at Aviso Wealth.
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