Job title: Senior Transfers Administrator

Company: Aviso Wealth

Job description: 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 a Senior Transfers Administrator to join our Operations team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 1111 West Georgia Street, Vancouver, BC.

Reporting to the Supervisor, Account Transfers and Conversions, the Senior Transfers Administrator is responsible for the daily processing of transfers, reviews and approvals and dealing with escalated items. The Senior Transfers Administrator interacts daily with other departments and at times with external financial institutions.

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:

• Accurately and efficiently process transfers on all business lines in accordance with company policies and procedures, reviewing and approving staff journals
• Review and process month end reconciliations within deadline
• Ensure proper protocol when delaying requests, notes are clear and concise when updating systems with relevant updated information from internal and external sources
• Use pertinent systems in compliance with company policy and industry regulations (e.g., laserfiche, OSM, Univeris, Dataphile, ATON)
• Communicate with peers and supervisor to ensure they are kept up to date on any issues/ changes that arise from daily activity
• Ensure internal manuals are current by updating any changes in company policy, industry regulation and system/ procedure changes
• Act as a department resource, providing coaching and mentoring to staff and coverage for the team and Supervisor
• Act as a project lead on department projects and represents the team on larger projects
• Understands the impact to internal and external partners and clients, researching and promptly resolving escalated issues
• Provide quality customer service, consistently meeting or exceeding partner & client expectations in day-to-day dealings
• Exercise sound judgment when balancing the needs of our partners against the needs of the business when handling issues, developing policies, changing procedures, etc.
• Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives

Requirements:

Your experience and skills:

• High School Diploma required, post secondary education in business or financial administration preferred
• Minimum 3 years’ experience in the mutual fund or financial industry
• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an asset
• Univeris / Dataphile knowledge and experience is an asset
• Knowledgeable about registered plan products including RRSPs, RRIFs, Locked-in plans and investments such as mutual funds and equities.
• Strong organizational, time management and decision-making skills with the ability to handle multiple tasks in a detailed environment
• Demonstrated ability to work calmly, accurately and effectively in a fast-paced environment with the flexibility to meet changing needs and manage deadlines
• Superior customer service skills with the ability to quickly identify and resolve issues to the satisfaction of all parties
• Extremely detail oriented and accurate with solid analytical, and problem-solving skills
• Excellent interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
• A team player who is also able to work independently and delegate effectively to achieve required objectives
• Highly self-motivated and results driven with an ability to set priorities and meet deadlines
• Intermediate skills in Outlook, Excel, and Word
• Fluent communication skills in English is required and French is an asset

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: Vancouver, BC

Job date: Sat, 14 Oct 2023 04:45:41 GMT