Bilingual Accounts Administrator in Wealth Management (British Columbia)

Bilingual Accounts Administrator in Wealth Management (British Columbia)

26 Aug
|
Socket.dev
|
British Columbia

26 Aug

Socket.dev

British Columbia

Launch your career as a Bilingual Accounts Administrator at Aviso Wealth for a 6-month contract. Focus on processing new accounts and ensuring compliance in a dynamic environment.

As a key member of the Operations team, you will engage in the daily administration of new client accounts at Aviso. This role emphasizes providing client-centric solutions through effective communication and collaboration. Your proactive approach to organizational tasks will enhance service delivery significantly.

Key Responsibilities:
• Process and manage new account applications
• Support fee-based line operations effectively
• Ensure compliance with application standards
• Maintain accurate client data and documentation
• Collaborate with peers to address operational matters

Requirements:
• At least 1-2 years in administration
• Bilingual proficiency in English and French
• Solid knowledge of Microsoft Office applications
• Relevant post-secondary education preferred
• Experience with Dataphile is advantageous

Help Aviso Wealth deliver superior financial services through your expertise as a Bilingual Accounts Administrator.
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📌 Bilingual Accounts Administrator in Wealth Management (British Columbia)
🏢 Socket.dev
📍 British Columbia

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