As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Reporting to the Supervisor, Trade Services, the Bilingual Trade Services Administrator is responsible for the processing and settlement of mutual fund trades and GICs, completing trade corrections, adhering to regulatory standards and internal standards to meet necessary deadlines, and using reasonable judgement to resolve problems in daily tasks. Service – You put your clients’ needs first, advocate service excellence, and work to deliver client‑centric solutions, proactively developing strategic partnerships.

Execution – You are committed to achieving goals, focusing on “getting things done”, taking advantage of opportunities, and continuously improving personal performance. Collaboration – You work collaboratively with others, building trust and inclusion, and establishing effective relationships inside and outside the organization. Monitor trade rejections, identify issues, and correct them in the system or advise the Credit Union.

Process pooled‑fund trades and settlements within specified SLAs. Communicate with mutual‑fund companies via letter of indemnity, email, or phone to correct and resolve issues. Support external and internal partners using productive processing methods and recommending solutions for timely and accurate issue resolution.

Post‑secondary education or professional development in a related field is an asset. Successful completion of the Canadian Securities Course or IFIC Operations course is an asset. Fluency (written and spoken)



in English and French is required.

Dataphile, Fundserv, and Capital Markets experience is an asset. Ability to work independently to achieve required objectives within company and regulatory requirements. A creative and adaptable approach to solving problems.

Strong customer service orientation. Strong organizational, time‑management and administrative skills.

Intermediate

Excel and Microsoft Office knowledge. Excellent health, dental and insurance benefits. Generous vacation time, fitness benefit, parental leave top‑up options. Matching contributions to retirement program.

Commitment to continuous improvement through learning and development, and an education assistance program. Regular social events to foster teamwork. Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities.

If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation.

Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Full‑time

📌 Bilingual Trade Services Administrator (Toronto)
🏢 Aviso
📍 Toronto