Step into the role of Recent 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 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. #J-18808-Ljbffr

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