Apply on Kit Job: kitjob.ca/job/2g948d

The Opportunity We’re looking for a Senior New Accounts Administrator to join our Operations Team.

Reporting to the Supervisor, New Accounts, the Senior New Accounts Administrator is responsible for opening/maintaining accounts across various platforms in accordance with regulatory requirements established by IIROC, PCMLTFA, FATCA, CRS and Qualified Intermediary regulations.

Who you are

Service

– You put your clients’ needs first. You advocate service excellence, and work to deliver client‑centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner

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

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

What your day looks like

Review recent account application documentation

Verify the identity of clients and prescribed individuals associated with accounts, primarily to combat money laundering and terrorist financing activities

Open/close/maintain client accounts across various platforms

Process systematic plans and bank information setups

Investigate account related issues and take appropriate actions to correct

Facilitate regular quality assurances tests. Enhance quality assurance measures





Communicate and coordinate with other departments regarding account related requests

Generate departmental reports for management

Provide training and on‑going support to others in the department

Remain current on PCMLTFA, FATCA, CRS and Qualified Intermediary regulations

Your experience and skills

Post‑secondary education

Minimum of 3 years financial industry experience

Experience with Dataphile is an asset

Ability to work independently and in a team environment in a fast paced environment

Excellent time management and organizational skills

Pro‑active problem solving abilities with strong analytical skills

Outstanding customer service focus

Extremely detail oriented and accurate with a focus on quality assurance

Ability to work well under pressure and meet tight deadlines

Fluent communication skills in English are required and bilingual skills in French are an asset

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:

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

Equal Employment Opportunity Aviso 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.

Salary This position is posted with an expected salary range of $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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Apply on Kit Job: kitjob.ca/job/2g948d

📌 Senior New Accounts Administrator (Toronto)
🏢 Aviso Wealth
📍 Toronto