Become a key player in the Operations team as a New Accounts Administrator at Aviso Wealth. This role emphasizes efficient processing of new and fee-based accounts in the IIROC dealer space.

Join Aviso

Wealth for a five-month position managing daily account setups and related administrative tasks. You will contribute to continuous improvement initiatives while collaborating closely with our Service Centre. Your focus on detail and efficiency will support our commitment to exceptional service delivery and operational excellence. Key Responsibilities:

- Process recent account setups per Service Level Agreements
- Support the maintenance of fee-based business accounts
- Communicate effectively with peers regarding process updates




- Ensure compliance with industry regulations and company policies
- Foster an environment of continuous improvement and efficiency

Requirements:

- Post-secondary education in Finance or Business preferred
- Minimum one year in an administrative role, ideally in finance
- Knowledge of Dataphile is an asset
- Familiarity with Credit Union systems is advantageous
- Fluent in English; bilingualism in French is a plus

Leverage your administrative skills and finance knowledge at Aviso Wealth, helping clients achieve their financial goals.

📌 New Accounts Administrator at Aviso Wealth (Vancouver)
🏢 Aviso
📍 Vancouver