Step into the dynamic role of Recent 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 recent 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 current account setups alongside our Service Level Agreements
Support fee-based program maintenance and updates
Maintain accurate records and transparent 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.

📌 New Accounts Administrator Role At Aviso Vancouver
🏢 Aviso
📍 Vancouver