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Company | Aviso Wealth |
Address | Vancouver, British Columbia, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-28 |
Posted at | 10 months ago |
Description
- Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
- Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Participate in the development of implementation plans, user documentation and training materials
- Compile, analyze and distribute service level agreement (SLA) reporting
- Maintain and update operational profiles of assigned partners
- Manage, educate and build relationships with key partners as it relates to operational matters
- Works closely with business partners and end users to develop requirements to meet business needs
- Develop and carry out a schedule of outgoing proactive communications
- Ensure partners are aware of critical issues that impact their business
- Assist in preparation of external partner communications
- Provide assistance to business partners with analysis of production problems, development of interim solutions, and prioritization of correction
- Liaise between internal departments to resolve service issues
- Proactively associate with existing customers in order to fully understand their businesses, goals, strategies, and challenges
- Assist in the implementation of key technological or business initiatives designed to improve operational quality and efficiency of service
- Coordinate partner conversions including movement between Aviso platforms and transfers to and from Aviso involving outside dealerships
- Participate and lead project teams for the purpose of implementing improvements to business operations & forecasting and planning processes
- Assist in/lead analysis of current processes and make recommendations for improvements while providing operational expertise on corporate initiatives
- Analyze trends to recommend process and/or operational improvements
- Support the Operations group by being a liaison between Operations and our key partners on issues which affect the efficiency of our mutual businesses
- Intermediate skills in MS Word, Excel, Access, PowerPoint, and Outlook
- Conduct Practices Handbook Course is preferred
- Excellent interpersonal skills with the ability to influence and negotiate conflict resolution
- Demonstrates creativity and innovation while solving problems quickly and efficiently
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Strong organizational skills, including the ability to handle multiple tasks with appropriate attention to detail
- Strong customer service orientation and relationship building skills
- Ability to develop business cases to communicate requirements and recommendations
- Ability to adapt to and work effectively within a variety of situations, and with various individuals or groups
- 5 years’ experience in Service and Operations within the financial services sector, preferably within IIROC and experience in a senior management retail delivery or service role
- Canadian Securities Course
- Post-Secondary degree – business/management area preferred
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Matching contributions to our retirement program
- Regular social events to foster teamwork
- Competitive compensation package that rewards and recognizes individual contributions
- Generous vacation time, fitness benefit, parental leave top-up options
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
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