Join Aviso Wealth as a New Accounts Administrator and help enhance the financial well-being of Canadians. This role focuses on processing current accounts accurately within a collaborative operations team.

In this temporary position, you'll work with the Supervisor of New Accounts to ensure efficient processing of new and fee-based accounts in the IIROC dealer environment. Your contribution to continuous improvement and operational efficiency will be valued as you interact with various teams, maintaining high standards of service quality and adherence to protocols.

Key Responsibilities:
• Process new account setups ensuring compliance with SLAs
• Provide support for fee-based account maintenance regularly
• Update protocols and internal manuals with relevant changes




• Utilize systems like Dataphile according to policy
• Communicate effectively with peers to resolve issues

Requirements:
• Post-secondary education in Finance or Business preferred
• Minimum of one year in an administrative role
• Knowledge of Dataphile is an asset
• Experience in the Credit Union system is advantageous
• Bilingual abilities in English and French are beneficial

Bring your administrative skills and a commitment to service excellence to Aviso Wealth and contribute meaningfully to our operations team.
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📌 New Accounts Administrator at Aviso Wealth (Ontario)
🏢 Aviso Wealth
📍 Ontario