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.

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