21 Aug
|
Socket.dev
|
Vancouver
21 Aug
Socket.dev
Vancouver
Elevate your career with Aviso Wealth as a Bilingual New Account Administrator for a 6-month term. You will facilitate efficient processing of new accounts while contributing to service excellence and team collaboration.
Join the Operations team at Aviso, a leading wealth management organization, where service, execution, and collaboration are core values. This role involves the daily management of current and fee-based accounts, ensuring compliance and accuracy within specified service level agreements. Your contributions will support efficiency improvements, fostering a culture of service excellence.
Key Responsibilities:
• Process new accounts as per service level agreements
• Provide administrative support for fee-based programs
• Ensure compliance with application protocols
• Input and update client data accurately
• Communicate issues or changes with the team
Requirements:
• 1-2 years in an administrative role
• Fluent in English and French, both written and spoken
• Knowledge of Microsoft Office and Dataphile
• Post-secondary education is preferred
• Experience in the financial services industry is a plus
Excel as a Bilingual New Account Administrator while reinforcing Aviso’s commitment to client-centric solutions.
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📌 Bilingual New Account Administrator at Aviso (Vancouver)
🏢 Socket.dev
📍 Vancouver