Step into the dynamic role of New Accounts Administrator at Aviso Wealth, focusing on the critical processing of new accounts and fee arrangements. This temporary position on the Operations team offers a unique chance to impact efficiencies.

For a five-month duration, you will process current accounts accurately and uphold a high standard of service. Constantly seeking ways to refine processes, you will work collaboratively with peers and supervisors, ensuring continuous improvement within our operations.

Key Responsibilities:
• Process new account setups alongside our Service Level Agreements
• Support fee-based program maintenance and updates
• Maintain accurate records and clear communication with colleagues
• Utilize necessary systems per compliance regulations




• Engage in cross-training to learn all processing aspects

Requirements:
• A post-secondary degree in Finance or Business is desirable
• Minimum one year in an administrative role, preferably in finance
• Experience with Dataphile is helpful
• Understanding of Credit Union operations is a plus
• Proficient communication skills in English are essential

Utilize your administrative and finance skills to contribute meaningfully within Aviso Wealth, fostering excellence in client service.
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📌 New Accounts Administrator Role at Aviso (British Columbia)
🏢 Aviso
📍 British Columbia