Bilingual 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

We are looking for a Bilingual New Account Administrator to join our Operations team for 6 months.

Reporting to the Supervisor, Account Opening and Specialized Accounts, the Bilingual 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 Bilingual 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.

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

• 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

• 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 (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
• Ability to work EST standard hours

At Aviso Wealth,…