Coordinate compliant recent account workflows at Aviso Wealth, using accurate notes, client data updates, and financial administration expertise.
As part of the Operations team for six months, you will help deliver service across Aviso’s fee-based lines of business. Your work includes application processing, transaction coding, system use, and communication with colleagues and supervisors. Cross-training and continuous improvement are also part of the stated responsibilities.
Key Responsibilities: Process applications while following required compliance protocols
Code transactions correctly under tax reporting rules
Maintain accurate notes from internal and external sources
Conduct cross-training across processing functions
Support continuous improvement initiatives and partner expectations
Requirements: Administrative experience in financial services is preferred
One to two years of administrative experience
Post-secondary education or equivalent experience
Knowledge of Microsoft Office applications
English fluency and availability during EST standard hours
Coordinate wealth management account processing with careful compliance, system use, communication, and service at Aviso Wealth.

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📌 Wealth Management New Accounts Coordinator (Ontario)
🏢 Aviso Wealth
📍 Ontario