Bilingual New Accounts Administrator at Aviso Wealth

Montreal, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

18 Sep, 26

Salary

55000.0

Posted On

20 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bilingual English and French, Account Administration, Financial Services, Microsoft Office, Dataphile, Client Service, Compliance, Data Entry, Account Management, Tax Reporting Rules

Industry

Financial Services

Description

Aviso Wealth: At Aviso, 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 has to offer at www.aviso.ca. The Opportunity: We are looking for a Bilingual New Account Administrator to join our Operations team. Reporting to the Supervisor, Account Opening and Specialized Accounts, the Bilingual New Account Administrator is responsible for the day-to-day processing of new and fee-based accounts in an accurate and timely manner in the CISO (formerly IIROC) Dealer Member Space. The Bilingual New Account Administrator interacts daily with others within the Operations team as well as with our dedicate advisor service team. Continuous improvement is a priority, and the successful candidate will be expected to contribute to and/or support efficiency improvement ideas. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso 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: Process new accounts in accordance with service level agreements Provide administrative support and ensure coverage of our fee-based lines of business, including ongoing account management in our various fee-based programs Ensure compliance with protocol when processing applications, by providing clear and concise notes with relevant and up-to-date information from internal and external sources Ensure documents are in good order and input/update client data Properly use all relevant systems (Laserfiche, OSM, Dataphile) in accordance with company policies and industry regulations Ensure that accounts are properly prepared in accordance with the NAAFs and that transactions are coded correctly according to tax reporting rules Ensure that internal manuals are updated and updated based on changes in company policies, industry regulations, and systems or procedures Communicate with peers and the supervisor about any issues or changes that arise to ensure that all parties are informed Conducts regular cross training to fulfill the learning of all aspects of the processing functions Foster an environment of continuous improvement that sparks idea generation, curiosity and participation in various initiatives Meet or exceed partner and customer expectations in day-to-day relationships, demonstrating an understanding of the impact your work has on partners and customers Your experience and skills: Post-secondary education and/or equivalent experience Minimum of 1-2 years of experience in an administrative capacity, preferably in the mutual fund or financial services industry Successful completion of the Canadian Securities Course (CSC) is an asset Strong knowledge of Microsoft Office (Outlook, Excel, Word) Knowledge and experience of Dataphile is an asset Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada Ability to work EST standard hours 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 Your Information By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Equal Employment Opportunity Aviso 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 is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors. A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team. Salary This position is posted with an expected salary range of $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Responsibilities

Responsible for the accurate and timely processing of new and fee-based accounts within the CISO Dealer Member Space. The role involves ensuring compliance with protocols, updating internal manuals, and collaborating with advisor service teams.