Transfers Administrator

June 29

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Aviso Wealth

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Better wealth management for Canadians. Our brands include @NEIInvestments & @QtradeInvest. Disclosures: bit.ly/3hcRzPK

501 - 1000

Description

• Process transfer requests according to service level agreements • Monitor the transfers mailbox and collect incoming mail • Initiate new manual or ATON transfers in and transfers out • Track status and follow-up on initiated transfers • Provide operational support for transfers to external institutions • File completed transfer documents and shred all printed documents • Review and respond to transfers inquiries • Assist / cover others in the Transfers Department as needed • Handle special projects or other assignments as requested

Requirements

• Minimum 1 year experience in back office administration in a financial securities firm • Extremely detail oriented and accurate • Strong problem-solving skills • Excellent organizational and multi-tasking skills to meet required deadlines daily • Strong team player in the department and across departments • Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations • Experience with Dataphile and/or Univeris is an asset • Fluent verbal and written communication skills in English are required and bilingual skills in French are an asset

Benefits

• 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