Manage account documentation and client data for Aviso Wealth, applying financial services administration skills within a six-month Operations assignment.

This New Account Administrator position supports processing functions across fee-based programs and ongoing account management. You will ensure applications and documents meet requirements, follow company policies, and reflect current industry regulations. The position suits candidates with administrative experience, Microsoft Office knowledge, and interest in wealth management operations.

Key Responsibilities:

- Ensure documents are complete and in valuable order
- Input and update client information accurately
- Use Laserfiche, OSM, and Dataphile according to policies




- Prepare accounts according to NAAFs and tax reporting rules
- Update manuals following policy, regulatory, or system changes

Requirements:

- Post-secondary education or equivalent administrative experience
- One to two years in administration, preferably financial services
- Strong knowledge of Outlook, Excel, and Word
- Canadian Securities Course completion is an asset
- French bilingual skills and Dataphile experience are assets

Apply your documentation, compliance, and client-data skills as a Financial Services Account Administrator at Aviso Wealth.

📌 Financial Services Account Administrator (Vancouver)
🏢 Aviso
📍 Vancouver