Settlements Administrator at Aviso Wealth
Toronto, ON M5C 2W7, Canada -
Full Time


Start Date

Immediate

Expiry Date

14 Nov, 25

Salary

55000.0

Posted On

14 Aug, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Service Orientation, English, Time Management, Secondary Education, Administrative Skills, French, Communication Skills, Commerce, Excel

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’re looking for a Settlement Administrator to join our Operations team.
Reporting to the Supervisor, Settlement Services the Settlement Administrator is responsible for duties relating to the reconciliation and settlement of transactions on the IIROC platform as well as the settlement of foreign securities. This may include equities, fixed income & equity option transactions.
There may be a requirement to work on a statutory holiday or weekend.

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

YOUR EXPERIENCE AND SKILLS:

  • Post-secondary education in business or commerce is preferred
  • 1+ year experience in an office environment within the securities industry
  • Intermediate knowledge in the MS Suite of applications including Excel
  • Ability to work independently to achieve required objectives
  • Strong attention to detail and accuracy
  • Proven ability to work well under pressure and in a fast-paced environment
  • Strong customer service orientation
  • Strong organizational, time management and administrative skills
  • Fluent communication skills in English are required and bilingual skills in French are an asset

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.

Responsibilities

Please refer the Job description for details

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