Take charge of account processing at Aviso Wealth as a Bilingual New Account Administrator. This role emphasizes accuracy and client support within a collaborative team environment.
As part of our Operations team for a 6-month contract, your expertise will be critical in managing the processing of recent accounts while ensuring compliance with industry standards. Effective communication in both English and French is vital to maintaining productive relationships with colleagues and clients alike. Your input will play a significant role in continuous improvement initiatives.
Key Responsibilities:
• Process new accounts according to standards
• Maintain documentation and client data accuracy
• Communicate issues or changes promptly
• Support fee-based account management
• Engage in continuous innovation and best practices
Requirements:
• 1-2 years in an administrative role
• Relevant education or experience
• Strong Microsoft Office skills
• Completion of Canadian Securities Course preferred
• Bilingual proficiency in English and French
Support Aviso's mission and enhance your career in wealth management.
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