Join Aviso Wealth as a Bilingual Recent Account Administrator for 6 months. Utilize your organizational skills to process new accounts and support fee-based operations effectively.

In this position, you’ll be an integral part of the Operations team, focused on providing exceptional service and collaboration at Aviso, a leader in wealth management. The role requires you to handle daily processing of new accounts and contribute to the continuous improvement of processes and protocols. Your commitment to service excellence will help build strong relationships with clients and colleagues alike.

Key Responsibilities:
• Accurately process new accounts daily
• Manage administrative tasks for fee-based services




• Maintain compliance with relevant regulations
• Update client records and documents timely
• Engage with team members about operational changes

Requirements:
• Minimum 1-2 years of administrative experience
• Strong command of English and French
• Familiarity with Microsoft Office and industry systems
• Post-secondary diploma or equivalent experience
• Experience in mutual funds preferred

Be at the forefront of improving financial well-being as a Bilingual New Account Administrator at Aviso.
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📌 New Account Administrator – Bilingual Role (British Columbia)
🏢 Socket.dev
📍 British Columbia