Transfers Administrator Jobs

Description

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Transfers Administrator to join our Transfers team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.

Reporting to the Supervisor, Transfers, the Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment.

Who you are:

• 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

What your day looks like:

• Provide operational support for transfers to external institutions
• Handle special projects or other assignments as requested
• Initiate new manual or ATON transfers in and transfers out
• Track status and follow-up on initiated transfers
• Review and respond to transfers in inquiries
• File completed transfer documents and shred all printed documents
• Monitor the transfers mailbox and collect incoming mail
• Assist / cover others in the Transfers Department as needed
• Process transfer in requests according to service level agreements

Requirements

Your experience and skills:

• Strong problem solving skills
• Minimum 1 year experience in back office administration in a financial securities firm
• Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
• Strong team player in the department and across departments
• Excellent organizational and multi-tasking skills to meet required deadlines daily
• Fluent verbal and written communication skills in English are required and bilingual skills in French are an asset
• Experience with Dataphile and/or Univeris is an asset
• Extremely detail oriented and accurate

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

• Generous vacation time, fitness benefit, parental leave top-up options
• 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
• Regular social events to foster teamwork
• Matching contributions to our retirement program
• Competitive compensation package that rewards and recognizes individual contributions

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth powers businesses that empower investors. We are a national, integrated financial services company, with approximately $110 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, Co-operators / CUMIS and Desjardins. Our mutual funds dealer, securities brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, Qtrade Guided Portfolios, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, offers a comprehensive lineup of responsible investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at www.aviso.ca.