New Accounts 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 New Account Administrator to join our Operations team for 6 months.

Reporting to the Supervisor, Account Opening and Specialized Accounts, the New Account Administrator is responsible for the day-to-day processing of new and fee-based accounts in an accurate and timely manner in the CISO (formerly IIROC) Dealer Member Space.

The New Account Administrator interacts daily with others within the Operations team as well as with our dedicate advisor service team. Continuous improvement is a priority, and the successful candidate will be expected to contribute to and/or support efficiency improvement ideas.

As one aviso:

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 new accounts in accordance with service level agreements

Provide administrative support and ensure coverage of our fee-based lines of business, including ongoing account management in our various fee-based programs

Ensure compliance with protocol when processing applications, by providing clear and concise notes with relevant and up-to-date information from internal and external sources

Ensure documents are in good order and input/update client data

Properly use all relevant systems (Laserfiche, OSM, Dataphile) in accordance with company policies and industry regulations

Ensure that accounts are properly prepared in accordance with the NAAFs and that transactions are coded correctly according to tax reporting rules

Ensure that internal manuals are updated and updated based on changes in company policies, industry regulations, and systems or procedures

Communicate with peers and the supervisor about any issues or changes that arise to ensure that all parties are informed

Conducts regular cross training to fulfill the learning of all aspects of the processing functions

Foster an environment of continuous improvement that sparks idea generation, curiosity and participation in various initiatives

Meet or exceed partner and customer expectations in day-to-day relationships, demonstrating an understanding of the impact your work has on partners and customers

Your experience and skills:

Post-secondary education and/or equivalent experience

Minimum of 1-2 years of experience in an administrative capacity, preferably in the mutual fund or financial services industry

Successful completion of the Canadian Securities Course (CSC) is an asset

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

Knowledge and experience of Dataphile is an asset

Fluency communication skills in English are 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…