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Transfers Administrator, Temporary
3 months ago
Aviso Wealth:
The Opportunity:
We're looking for a Transfers Administrator to join our Transfers team on a 12 month contract.
This role can be mostly remote, however we will on occasion require you to come onsite to our office at 1111 West Georgia St, Vancouver, BC.
Who you are:
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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
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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
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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 transfer in 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 followup 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 in inquiries
- Assist / cover others in the Transfers Department as needed
- Handle special projects or other assignments as requested
Requirements:
Your experience and skills:
- 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 multitasking skills to meet required deadlines daily
- Strong team player in the department and across departments
- 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
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 topup 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
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Company overview
**Salary
