Become a pivotal member of Aviso Wealth as a New Accounts Operations Administrator for a 6-month engagement. Focus on processing new accounts while collaborating with a skilled Operations team dedicated to service improvement.

Reporting to the Supervisor of Account Opening and Specialized Accounts, this role is essential in ensuring compliance and efficient processing. Candidates are expected to have relevant experience in financial services, with an emphasis on accuracy and attention to detail. You will manage documentation and help drive process improvements.

Key Responsibilities:
• Process and manage recent account applications
• Provide ongoing support for fee-based business lines
• Ensure documentation accuracy and compliance
• Maintain and update internal manuals as required
• Train peers in various processing functions

Requirements:
• 1-2 years in an administrative capacity
• Post-secondary education preferred
• Knowledge of Microsoft Office needed
• Experience with Dataphile is beneficial
• Fluency in English; bilingualism in French is an asset

Bring your precision and dedication to the New Accounts Operations Administrator position at Aviso Wealth.
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📌 New Accounts Operations Administrator (Ontario)
🏢 Aviso
📍 Ontario