Operations Accounts Administrator Position

Position: Operations New Accounts Administrator Position
Join Aviso Wealth's Operations team as a New Accounts Administrator, focusing on the efficient processing of new and fee-based accounts. This five-month opportunity offers a substantial role in financial operations.

In this position, you will handle account setups, ensuring adherence to Service Level Agreements while maintaining communication with our Service Centre. Your contribution will streamline processes and support continuous improvement within the team, ultimately enhancing client experiences and operational success.

Key Responsibilities:

• Manage daily processing of new account setups

• Provide coverage for fee-based business account maintenance

• Document interactions clearly for internal and external communications

• Ensure adherence to company policy and regulatory compliance

• Support cross-training initiatives for team development

Requirements:

• Completion of a Finance or Business program is preferred

• At least one year of administrative experience in finance

• Familiarity with Dataphile and Credit Union systems is beneficial

• Successful completion of relevant financial courses is an asset

• Strong English communication skills are required

Enhance your professional journey within Aviso Wealth, where your contributions directly influence our financial service excellence.