Step into the role of New Accounts Administrator with Aviso Wealth, aiding Canadians in achieving financial success. Focus on timely account processing and operational excellence in this 5-month opportunity.
Reporting to the Supervisor of New Accounts, you will play a pivotal role in managing both new and fee-based accounts. This position requires strong interaction with operations and service teams to foster an setting of continuous improvement while ensuring regulatory compliance and operational integrity.
Key Responsibilities:
• Setup new accounts in line with service agreements
• Support maintenance and updates for fee-based accounts
• Ensure compliance with tax reporting rules and protocols
• Use database systems effectively and ensure adherence to policies
• Regularly communicate changes or updates with the team
Requirements:
• Completed post-secondary education in Finance or related fields
• At least one year of administrative experience preferred
• Familiarity with Dataphile is advantageous
• Background in the Credit Union system is a plus
• Fluency in English required, French is an asset
Leverage your expertise in account administration at Aviso Wealth, enhancing the client experience through reliability and precision.
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