Job title: Bilingual Account Officer

Company: Aviso Wealth

Job description: Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .

The Opportunity:

We’re looking for an Bilingual Account Officer join our Correspondent & Institutional team.

Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge Street, Toronto, ON.

Reporting to the Supervisor, Partner Service Support, the Bilingual Account Officer is responsible for supporting Aviso Correspondent & Institutional (C&I) by providing outstanding service for clients, team members and related parties. C&I offers comprehensive custody and trading services to help portfolio managers, introducing brokers, and financial partners grow their business. You will be responsible for working with team members of C&I to follow up and investigate operational and service matters related to the delivery of wealth management services. In this position, you will support the efforts of the team by assisting in doing day to day and support related activities and some reporting.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Follow up on and gather information on client account activities for client responses
• Work with Operations and IT to investigate activities and completion of requests

• Review transfer in documentation for completeness and initiation and follow up for completion
• Notify Partners of any transfer out requests and coordinate delivery of account with SLA

• Receive and direct certain daily activities for processing by Aviso or other related parties
• Handle general telephone and email inquiries on processing activities
• Ensure customer problems are handled appropriately, escalating issues when necessary
• Provide reporting on client accounts and other activities as necessary
• Assist with management and any other department related duties

Requirements

Your experience and skills:

• University/College degree
• Completion of Canadian Securities Course
• Minimum of two years of customer service experience
• Effective information gathering and timely follow up
• Fluent communication skills in English and French are required
• Highly organized and detail-oriented
• Strong ability to identify and assist in resolving issues
• Show initiative, attention to detail and adaptability
• Exceptional customer service and interpersonal skills
• Excellent time management/prioritization skills and ability to multi-task
• Ability to work independently
• Contribute to a positive working environment
• Strong computer skills

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth powers businesses that empower investors. We are a national, integrated financial services company, with approximately $110 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, Co-operators / CUMIS and Desjardins. Our mutual funds dealer, securities brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, Qtrade Guided Portfolios, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, offers a comprehensive lineup of responsible investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .

Expected salary:

Location: Toronto, ON

Job date: Fri, 01 Sep 2023 22:19:06 GMT