Bilingual Transfers Administrator

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 Bilingual Transfers Administrator to join our Transfers team.
Reporting to the Supervisor, Transfers, the Bilingual Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment.
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 to improve
What your day looks like:
Process transfer in requests according to service level agreements
Monitor the transfers mailbox and collect incoming mail
Initiate new manual or ATON transfers in and transfers out, including internal transfers
Track status and follow-up on initiated transfers
Provide operational support for transfers to external institutions
File completed transfer documents and shred all printed documents
Review and respond to transfers in inquiries
Assist / cover others in the Transfers Department as needed
Handle special projects or other assignments as requested
Your experience and skills:
Post-secondary education and/or equivalent experience
Minimum 1-2 years of experience in back-office administration in a financial securities firm
Extremely detail oriented and accurate
Strong problem-solving skills
Excellent organizational and multi-tasking skills to meet required deadlines daily
Strong team player in the department and across departments
Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
Strong knowledge of Microsoft Office (Outlook, Excel, Word)
Knowledge and experience of Dataphile, Fundserv, CDS and DTCC 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
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
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social…