As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We're looking for a Bilingual Supervisor, New Accounts to join our Operations team for 6 months. Reporting to the Manager, Operations, the Bilingual Supervisor, New Accounts is responsible for the supervision of opening, maintaining and closing accounts across various Aviso platforms in accordance with regulatory requirements and internal policies and procedures.

This involves providing daily guidance, training and motivation to staff, problem solving, and ensuring processing and responsibilities are completed by the deadlines and service standards. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed Department administrative duties include open/maintain accounts, client customer service, setup EFT banking information, system reconciliations, welcome letters, mail distribution, filing/scanning Handle all customer escalations (internal/external) and ensure customer service levels are maintained within the department Implement quality controls and facilitate regular quality assurance tests Collect and analyze key performance metrics for the department.



Provide training and ongoing support to new and existing staff members Provide effective and ongoing performance feedback to staff members Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions ~ In-depth knowledge of relevant regulatory requirements, the successful completion of the IFIC and/or the CSC is an asset ~3 - 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 - 2 years ~ Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada ~ Strong attention to detail and accuracy along with organizational, time management and administrative skills ~ Solid analytical and problem-solving skills with the ability to handle multiple tasks with the appropriate attention to detail ~ Superior customer service with the ability to quickly identify and resolve problems to the satisfaction of all parties ~ Intermediate computer skills in MS Word, Excel, Outlook, Access Excellent health, dental and insurance perks 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 throu #

📌 Bilingual Supervisor, New Accounts, Temporary (Montreal)
🏢 Aviso Wealth
📍 Montreal