Join Aviso as a Bilingual New Accounts Administrator for a six-month project, excelling in the processing of current accounts while ensuring top-notch compliance and efficiency.
Reporting to the Supervisor of Account Opening and Specialized Accounts, this role emphasizes the precision of daily account processing within the CISO Dealer Member Space. Collaborating closely with the Operations team and advisor service professionals, you'll contribute to enhancing workflow efficiency and client satisfaction.
Key Responsibilities:
• Execute new account processing in line with agreements
• Provide administrative support for fee-based services
• Ensure compliant processing of all applications
• Maintain accuracy in client data entries
• Conduct regular cross-training for team proficiency
Requirements:
• Post-secondary education or equivalent experience
• Administrative experience of 1-2 years, mainly in financial services
• Proficient in Microsoft Office products
• Required fluency in both English and French
• Willingness to work EST standard hours
Take your skills to the next level with Aviso and support the financial well-being of Canadians.
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📌 Aviso Bilingual New Account Administrator Role (Ontario)
🏢 Aviso
📍 Ontario