Process new accounts accurately at Aviso Wealth while supporting fee-based programs and collaborating with Operations and Service Centre teams.
As a Recent Accounts Administrator, you will manage daily processing in the IIROC dealer space. The position covers account setup, fee-based account maintenance, and transaction coding. You will use Dataphile, OSM, and Laserfiche while supporting regulatory compliance and continuous improvement.
Key Responsibilities: Process new account setups within Service Level Agreements
Maintain fee-based accounts and post monthly fees
Document requests with clear, concise processing notes
Use systems according to company policy and regulation
Communicate processing issues and changes with colleagues
Requirements: Post-secondary Finance or Business program preferred
At least one year of administrative experience
Mutual Fund or Financial Industry experience preferred
Dataphile knowledge and Credit Union background advantageous
English fluency required; French bilingual skills advantageous
Support compliant account processing at Aviso Wealth through accurate administration, financial systems knowledge, and responsive communication.

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📌 New Accounts Operations Administrator (Ontario)
🏢 Aviso Wealth
📍 Ontario