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 chance. 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 workplace 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 (Canada)
🏢 Aviso Wealth
📍 Canada