Support new account processing at Aviso Wealth using Dataphile, Laserfiche, and OSM during a six-month Operations assignment. Work EST standard hours.
As a New Account Administrator, you will provide administrative support across fee-based lines of business and ongoing account management. You will process applications, update client data, and maintain accurate documentation. The work supports Aviso’s Canadian wealth management and investment services operations.
Key Responsibilities: Process new accounts according to service level agreements
Support fee-based business lines and ongoing account management
Review applications and provide transparent, current processing notes
Prepare accounts, code transactions, and update client data




Communicate issues and changes with peers and supervisors
Requirements: Post-secondary education or equivalent experience
One to two years of administrative experience
Strong Microsoft Office knowledge, including Outlook, Excel, and Word
Dataphile experience and Canadian Securities Course completion are assets
English fluency and ability to work EST standard hours
Bring administrative accuracy, systems knowledge, and account processing experience to Aviso Wealth’s Operations team for six months.

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📌 New Account Operations Administrator (British Columbia)
🏢 Aviso
📍 British Columbia