Join Aviso Wealth as an Administrative New Account Specialist to enhance your skills while supporting account operations for a 6-month term. Engage with a dynamic team focused on financial well-being and service excellence.

This position reports to the Supervisor of Account Opening and Specialized Accounts. Ideal candidates will have 1-2 years of experience in an administrative role within the financial services sector. Responsibilities include processing new accounts and contributing to efficiency improvements, all while ensuring adherence to compliance protocols.

Key Responsibilities:
• Process recent and fee-based accounts accurately
• Ensure compliance with application protocols
• Prepare necessary documentation and updates




• Utilize relevant systems per company policies
• Regularly communicate with supervisors about changes

Requirements:
• Minimum 1-2 years administrative experience
• Completion of post-secondary education
• Proficient in Microsoft Office applications
• Familiarity with financial industry terms preferred
• Strong English communication skills; French is an asset

This role offers an exciting opportunity to demonstrate your administrative expertise in the wealth management industry.
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📌 Administrative New Account Specialist (Ontario)
🏢 Aviso
📍 Ontario