Accounts Administrator,Temporary Job Vancouver area,BC Canada,Finance & Banking

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’re looking to fill an opening for a New Accounts Administrator to join our Operations team for 5 months.

Reporting to the Supervisor, New Accounts, the New Accounts Administrator is responsible for the day to day processing of new accounts and fee-based accounts in a timely and accurate manner in the IIROC dealer space.

The New Accounts Administrator interacts daily with other individuals in Operations as well as our Service Centre. Continuous improvement is front of mind and the incumbent will be expected to contribute to and/or support ideas for improved efficiencies.

As one
aviso:

We Care – You do the right thing for clients, partners and colleagues. You build 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 ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

Processing new account set up in conjunction with Service Level Agreements and giving consideration when processing top tier Credit Unions

Provide administrative support/coverage for our fee-based business lines, including ongoing maintenance of accounts in our various fee-based programs and the generation and posting of the monthly fees

Ensure proper protocol when processing requests, providing clear and concise notes with relevant updated information from internal and external sources

Uses all pertinent systems (laserfiche, OSM, Dataphile) properly in compliance with company policy and industry regulation

Ensures accounts are set up correctly as per NAAFs and transactions are coded correctly with tax reporting rules

Ensures internal manuals are current and updated with changes in company policy, industry regulation and system/ procedure changes

Communicates with peers and supervisor regarding any issues/ changes that arise to ensure all parties are kept up to date

Scheduling consistent cross-training to ensure incumbent learns and understands all aspects of the processing functions

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

Meets or exceed partner & client expectations in day-to-day dealings, demonstrating an understanding of the impact to partners and clients of your work

Requirements

Your experience and skills:

Completion of post-secondary program in Finance or Business is preferred

Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry

Dataphile knowledge and experience is an asset

Background in the Credit Union system is an advantage

Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an…