At Aviso, we are dedicated to improving the financial well‑being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and energetic ‘oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer atwww.Aviso.Ca .The OpportunityWe're looking for a New Accounts Administrator to join our Operations team. Reporting to the Supervisor, New Accounts, the New Accounts Administrator is responsible for the day‑to‑day processing of new accounts and fee‑based accounts in a timely and accurate manner in the IIROC dealer space. The New Accounts Administrator interacts daily with other individuals in Operations as well as our Service Centre. Continuous improvement is front of mind and the incumbent will be expected to contribute to and/or support ideas for improved efficiencies.Who you areService– You put your clients' needs first, advocate service excellence, deliver client‑centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner.Execution– You are committed to achieving your goals and to success. This includes focusing on 'getting things done', recognizing and taking advantage of opportunities as they arise, consistently looking for ways to improve your personal best, and seeing value in continuous improvement. You take accountability for your actions and learn from mistakes.Collaboration– You work collaboratively with others toward the common goal of driving positive results, making meaningful contributions to your team to achieve organizational goals, proactively encouraging collaboration, building trust and inclusion,



and establishing effective relationships both inside and outside the organization.What your day looks likeProcessing new account set up in conjunction with Service Level Agreements and giving consideration when processing top‑tier Credit Unions.Providing administrative support/coverage for our fee‑based business lines, including ongoing maintenance of accounts in our various fee‑based programs and the generation and posting of the monthly fees.Ensuring proper protocol when processing requests, providing clear and concise notes with relevant updated information from internal and external sources.Using all pertinent systems (Laserfiche, OSM, Dataphile) properly in compliance with company policy and industry regulation.Ensuring accounts are set up correctly as per NAAFs and transactions are coded correctly with tax reporting rules.Ensuring internal manuals are current and updated with changes in company policy, industry regulation, and system/procedure changes.Communicating with peers and supervisor regarding any issues/changes that arise to keep all parties up to date.Scheduling consistent cross‑training to ensure incumbent learns and understands all aspects of the processing functions.Fostering an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives.Meeting or exceeding partner and client expectations in day‑to‑day dealings, demonstrating an understanding of the impact of your work on partners and clients.RequirementsCompletion of a post‑secondary program in Finance or Business is preferred.Minimum one year experience in an administrative capacity,



preferably in the Mutual Fund or Financial Industry.Dataphile knowledge and experience is an asset.Background in the Credit Union system is an advantage.Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset.Fluent communication skills in English are required; bilingual skills in French are an asset.BenefitsCompetitive compensation package that rewards and recognizes individual contributions.Excellent health, dental and insurance benefits to meet the diverse needs of our employees.Generous vacation time, fitness benefit, parental leave top‑up options.Matching contributions to our retirement program.Commitment to the continuous improvement of our staff through learning & development and an education assistance program.Regular social events to foster teamwork.Equal Employment OpportunityAviso welcomes and encourages applications from all qualified individuals, including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.We thank all applicants for their interest; however, only those selected for further consideration will be contacted.No recruiters or agencies, please.Privacy and ConsentBy submitting your application, you consent to the collection, use, and disclosure of your personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.SalaryThis position is posted with an expected salary range of $46,000 ‑ $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.#J-18808-Ljbffr

📌 New Accounts Administrator - C$46,000 - C$55,000 A Year (Winnipeg)
🏢 Aviso
📍 Winnipeg