Join Aviso Wealth as a Bilingual New Account Administrator, where your skills in account processing will enhance client relations. This position is critical in our Operations team for efficient account management.
In this role, you will report to the Supervisor of Account Opening and manage the timely processing of current accounts. Your ability to communicate in both English and French is essential for effectively interacting with team members and clients across Canada. You will also support ongoing improvements in operational efficiency.
Key Responsibilities:
• Manage new account processing as per agreements
• Provide coverage for fee-based business lines
• Ensure compliance by documenting relevant information
• Input and maintain accurate client data
• Conduct cross-training sessions for team
Requirements:
• Administrative experience of 1-2 years
• Educational background in relevant fields
• Proficiency in Microsoft Office
• Knowledge of Dataphile is an asset
• Fluency in French and English
Drive operational excellence and foster client trust at Aviso Wealth.
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📌 New Account Administrator - Bilingual (Toronto)
🏢 Aviso Wealth
📍 Toronto