Bilingual New Account Administrator at Aviso (Ontario)

Bilingual New Account Administrator at Aviso (Ontario)

21 Aug
|
Aviso Wealth
|
Ontario

21 Aug

Aviso Wealth

Ontario

Become a vital part of Aviso Wealth as a Bilingual New Account Administrator. This role focuses on efficient processing and support for new accounts within our Operations team.

As a key member of the Operations team at Aviso, you will manage the day-to-day processing of new and fee-based accounts. Your contributions will enhance client-centric solutions while fostering continuous improvement within the team. Candidates must be fluent in both English and French to support our diverse Canadian client base.

Key Responsibilities:
• Process new accounts per service level agreements
• Ensure compliance with processing protocols
• Provide administrative support for fee-based services
• Maintain accurate client data and documentation
• Utilize relevant systems in accordance with regulations

Requirements:
• 1-2 years of administrative experience
• Post-secondary education or equivalent
• Fluency in English and French
• Robust knowledge of Microsoft Office
• Canadian Securities Course completion is an asset

Be part of a dedicated team driving excellence in client service at Aviso Wealth.
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📌 Bilingual New Account Administrator at Aviso (Ontario)
🏢 Aviso Wealth
📍 Ontario

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