Transfers Administrator Wealth

Position: Transfers Administrator at Aviso Wealth
Take the next step in your career as a Transfers Administrator with Aviso Wealth for 6 months. Focus on transfers processing and client service, ensuring operational efficiency.

Reporting to the Supervisor, Transfers, you will be tasked with handling transfer requests and communications within the department and with external parties. The role requires exceptional attention to detail and a proactive approach to collaboration, aiming to contribute positively to team goals and client satisfaction.

Key Responsibilities:

• Efficiently process transfer requests according to agreements

• Manage the transfers mailbox and incoming inquiries

• Initiate manual and ATON transfers, tracking to completion

• Provide support to external institutions regarding transfers

• Maintain accurate records and handle special projects

Requirements:

• A minimum of 1 year in back office financial administration

• Impeccable attention to detail and strong problem-solving skills

• Excellent organizational and multitasking capabilities

• Proficient in English; bilingual skills are an asset

• Experience with Dataphile or Univeris is advantageous

Join Aviso Wealth and thrive in a role that values client-centric service and teamwork.
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