Enhance your career as a Transfers Administrator with Aviso Wealth, focusing on efficient processing of transfer requests in a energetic environment. Join a committed team devoted to financial well-being across Canada.
In this role, you will report to the Supervisor, Transfers, and manage daily transfer processing, approvals, and escalations. We seek an enthusiastic individual able to learn quickly and collaborate effectively within our Transfers team. Ideal candidates will thrive in a culture that promotes service excellence and teamwork.
Key Responsibilities:
• Process transfer requests per service level agreements
• Monitor incoming mail in the transfers mailbox
• Initiate and track manual or ATON transfers
• Provide operational support for external institution transfers
• File completed documents securely
Requirements:
• Minimum 1 year in financial back office administration
• Detail-oriented with strong problem-solving skills
• Excellent organizational and multi-tasking abilities
• Team player across departments
• Bilingual communication skills in English and French
Join Aviso's Transfers team to support Canadians' financial journeys with dedication and expertise.
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📌 Transfers Administrator at Aviso Wealth (Ontario)
🏢 Aviso
📍 Ontario