Job Description
Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians. They are seeking a Bilingual New Account Administrator to manage the processing of new and fee-based accounts, ensuring compliance and contributing to efficiency improvements within the Operations team. Responsibilities Process new accounts in accordance with service level agreements Provide administrative support and ensure coverage of our fee-based lines of business, including ongoing account management in our various fee-based programs Ensure compliance with protocol when processing applications, by providing clear and concise notes with relevant and up-to-date information from internal and external sources Ensure documents are in good order and input/update client data Properly use all relevant systems (Laserfiche, OSM, Dataphile) in accordance with company policies and industry regulations Ensure that accounts are properly prepared in accordance with the NAAFs and that transactions are coded correctly according to tax reporting rules Ensure that internal manuals are updated and updated based on changes in company policies, industry regulations, and systems or procedures Communicate with peers and the supervisor about any issues or changes that arise to ensure that all parties are informed Conducts regular cross training to fulfill the learning of all aspects of the processing functions Foster an environment of continuous improvement that sparks idea generation, curiosity and participation in various initiatives Meet or exceed partner and customer expectations in day-to-day relationships, demonstrating an understanding of the impact your work has on partners and customers Skills Post-secondary education and/or equivalent experience Minimum of 1-2 years of experience in an administrative capacity, preferably in the mutual fund or financial services industry Successful completion of the Canadian Securities Course (CSC) is an asset Strong knowledge of Microsoft Office (Outlook, Excel, Word) Knowledge and experience of Dataphile is an asset Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada Ability to work EST standard hours Benefits Competitive compensation package that rewards and recognizes individual contributions Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time Fitness benefit Parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork Company Overview Powerful Notifications for People, Apps, Devices and Services It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is