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Company | Aviso Wealth |
Address | Vancouver, British Columbia, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-09-29 |
Posted at | 8 months ago |
Description
- 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
- 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
- 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
- Set goals for team members and provide guidance on continuing development
- Process CAM and CQSI’s GIC purchases, settlements, and reconciliations
- Organize cross training and vacation coverage within the Trade Services team
- Support external and internal partners using the most efficient processing methods and recommending solutions for timely and accurate issue resolution
- Monitor rejections for trades and transactions, identify any issues and correct on the system or advise the Credit Union of the corrections required
- Ensure that all responsibilities are allocated to team members
- Ensure daily settlement totals for Credential Asset Management (CAM) and Credential Qtrade Securities (CQSI) match the central depository
- Review and complete financial and non-financial adjustments for CAM and CQSI
- Communicate with Mutual Fund Companies via Letter of Indemnity, email, or phone call, to correct and resolve issues
- Respond to queries from other Aviso departments in a timely manner
- Respond to faxes received from Fund Companies and Credit Unions in a timely manner
- Process CQSI Pool fund trades and settlements within specified SLAs
- Review and resolve escalated issues
- Review requests for completeness and accuracy, communicating with internal and partner staff to verify and confirm details if necessary
- Minimum 5 years’ experience in a Financial Services firm
- Self-motivated and results driven
- Strong attention to detail and accuracy
- Strong customer service orientation
- Proven ability to work well under pressure and in a fast-paced environment
- Working knowledge of SQL and VBA is an asset
- Dataphile, Fundserv, and Capital Markets experience is an asset
- Intermediate Excel and Microsoft Office Knowledge
- Ability to work independently to achieve required objectives, within company and regulatory requirements
- A creative and adaptable approach to solving problems
- Strong organizational, time management and administrative skills
- Proven decision-making, prioritizing, and interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Previous supervisory experience is an asset
- Post-secondary education or professional development in a related field is an asset
- Regular social events to foster teamwork
- Matching contributions to our retirement program
- Generous vacation time, fitness benefit, parental leave top-up options
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Competitive compensation package that rewards and recognizes individual contributions
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
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