Process recent accounts accurately at Aviso Wealth while supporting fee-based programs and collaborating with Operations and Service Centre teams. As a New 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.

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