Accounts Administrator, Temporary

Position: 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.
Asoneaviso:
We Care – Youdo the right thing for clients,partners and colleagues. Youbuild trusted relationships,championservice 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 – Youcollaborate openlyand build meaningful relationships. Youseek outdiverse 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 to improve
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 diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
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