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 environment of continuous improvement while ensuring regulatory compliance and operational integrity. Key Responsibilities:

- Setup current 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.

📌 Accounts Administrator Opportunity at Aviso (Toronto)
🏢 Aviso Wealth
📍 Toronto