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Company | Aviso Wealth |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-09-14 |
Posted at | 9 months ago |
Description
- Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members
- 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
- 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
- Monitor daily processing requirements and assess team workload, to handle changes in volumes
- Participate in industry calls and related projects, as required
- Review daily & monthly reconciliations for completeness and accuracy, communicating with internal teams/departments
- Review and resolve all escalated issues (including rejected trades/transactions) in a timely manner, ensuring customer service levels are maintained within the team to service our partners
- Support external and internal partners using the most efficient processing methods, and recommend solutions for timely and accurate issue resolution
- Provide training and ongoing support to team members
- Set goals for team members and provide guidance on continuing development
- Provide effective and ongoing performance feedback to team members
- Daily collateral review and cash forecasting for operation requirements
- Support regulatory reporting and maintain current knowledge of industry regulations
- Supervise and coordinate all activities of the team to ensure timely and accurate processing
- Strong organizational, time management and administrative skills
- Proven ability to work well under pressure and in a fast-paced environment
- Strong attention to detail and accuracy
- Minimum 5 years’ experience in a Financial Services firm
- Previous supervisory experience is an asset
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Strong customer service orientation
- Proven decision-making, prioritizing, and interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
- Dataphile, Fundserv, and Capital Markets experience is an asset
- Self-motivated and results driven
- Intermediate Excel and Microsoft Office Knowledge
- A creative and adaptable approach to solving problems
- Post-secondary education or professional development in a related field is an asset
- Ability to work independently to achieve required objectives, within company and regulatory requirements
- Working knowledge of SQL and VBA is an asset
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Matching contributions to our retirement program
- Regular social events to foster teamwork
- Generous vacation time, fitness benefit, parental leave top-up options
- Competitive compensation package that rewards and recognizes individual contributions
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