Become a New Accounts Administrator at Aviso Wealth, integral to improving Canadians' financial futures. This hands-on role focuses on the day-to-day processing of accounts within a vibrant team environment.

This 5-month position is designed for motivated individuals passionate about operational efficiency. You'll work closely with the Supervisor of New Accounts to ensure timely and accurate processing of new accounts, contributing to improved service delivery and efficiency in the IIROC dealer space.

Key Responsibilities:
• Accurately process new and fee-based account setups
• Maintain and support accounts within various fee-based programs
• Ensure proper documentation and updates for compliance
• Employ all relevant systems as per company policies




• Facilitate regular knowledge sharing through cross-training

Requirements:
• Post-secondary education in Finance or Business preferred
• Minimum one year in an administrative role within finance
• Experience with Dataphile is a plus
• Familiarity with Credit Union operations is beneficial
• Robust English communication skills, French is an asset

Utilize your skills in account processing at Aviso Wealth, contributing to a team committed to operational excellence.
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📌 Join Aviso as New Accounts Administrator (Ontario)
🏢 Aviso Wealth
📍 Ontario