As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We’re looking to fill an opening for a Recent Accounts Administrator to join our Operations team for 5 months. Reporting to the Supervisor, New Accounts, the New Accounts Administrator is responsible for the day to day processing of new accounts and fee-based accounts in a timely and accurate manner in the IIROC dealer space.

The New Accounts

Administrator interacts daily with other individuals in Operations as well as our Service Centre. Continuous improvement is front of mind and the incumbent will be expected to contribute to and/or support ideas for improved efficiencies. Processing new account set up in conjunction with Service Level Agreements and giving consideration when processing top tier Credit Unions Provide administrative support/coverage for our fee-based business lines, including ongoing maintenance of accounts in our various fee-based programs and the generation and posting of the monthly fees Uses all pertinent systems (laserfiche, OSM, Dataphile) properly in compliance with company policy and industry regulation Ensures accounts are set up correctly as per NAAFs and transactions are coded correctly with tax reporting rules Ensures internal manuals are current and updated with changes in company policy, industry regulation and system/ procedure changes Scheduling consistent cross-training to ensure incumbent learns and understands all aspects of the processing functions Foster an environment of continuous improvement that leads to idea generation, curiosity,



and participation in various initiatives Completion of post-secondary program in Finance or Business is preferred Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry Dataphile knowledge and experience is an asset Background in the Credit Union system is an advantage Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset Fluent communication skills in English are required and bilingual skills in French are an asset Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork 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 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. Further information is available on the Privacy link on our Career Page – Privacy Policies 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.

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.

Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.

Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. This position is posted with an expected salary range of $46,000 - $55,000 CAD annually.

📌 New Accounts Administrator, Temporary (Toronto)
🏢 Aviso Wealth
📍 Toronto