27 Oct
|
Aviso Wealth
|
Vancouver
27 Oct
Aviso Wealth
Vancouver
Aviso Wealth is seeking a Recent Account Administrator to join the Operations team in Vancouver for a 6-month term. The role handles day-to-day processing of new and fee-based accounts in the CISO Dealer Member space, interacting with the Operations and advisor service teams to ensure accuracy and timeliness.
Responsibilities include processing accounts, supporting fee-based programs, maintaining compliant notes, data input, and system usage (Laserfiche, OSM, Dataphile).
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📌 New Accounts Onboarding Specialist (Vancouver)
🏢 Aviso Wealth
📍 Vancouver