Senior Transfers Administrator

OverviewAviso 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 Senior Transfers Administrator to join our Operations team. Reporting to the Supervisor, Transfers, the Senior Transfers Administrator is responsible for the daily processing, review and approval of financial industry transfers and dealing with escalated items. The Senior Transfers Administrator interacts daily with other departments and at times with external financial institutions. Who you areService - 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 partnerExecution - 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 mistakesCollaboration - 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 day looks likeAccurately and efficiently process transfers in accordance with company policies and procedures, and review and approve staff journalsReview and process month-end reconciliations within deadlineEnsure proper protocol when delaying requests, and be concise when updating tracking systems with relevant information from internal and external sourcesUse pertinent systems in compliance with company policy and industry regulations (e.g., laserfiche, OSM, Dataphile, ATON)Communicate with peers and Supervisor to ensure they are kept up to date on any issues/changes that arise from daily activityEnsure internal manuals are current by updating any changes in company policy, industry regulation and system/procedure changesAct as a department resource, providing coaching and mentoring to staff and coverage for the team and SupervisorAct as a project lead on department projects and represent the team on larger projectsUnderstand the impact to internal and external partners and clients, researching and promptly resolving escalated issuesProvide quality customer service, consistently meeting or exceeding partner and client expectations in day-to-day dealingsExercise sound judgment when balancing the needs of our partners against the needs of the business when handling issues, changing procedures, etcFoster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives Your experience and skillsPost secondary education in business or financial administration preferredMinimum 3 year\'s experience processing transfers in a back-office department of a financial securities firmSuccessful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an assetDataphile, ATON, CDS, Arrow and/or Fundserv knowledge and experience is an assetKnowledgeable about registered plan products including RRSPs, RRIFs, Locked-in plans and investments such as mutual funds and equitiesStrong organizational, time management and decision-making skills with the ability to handle multiple tasks in a detailed environmentDemonstrated ability to work calmly, accurately and effectively in a fast-paced environment with the flexibility to meet changing needs and manage deadlinesSuperior customer service skills with the ability to quickly identify and resolve issues to the satisfaction of all partiesExtremely detail oriented and accurate with solid analytical, and problem-solving skillsExcellent interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staffAble to work independently, and is a team player who shares knowledge and trains othersHighly self-motivated and results driven with an ability to set priorities and meet deadlines. Delegates effectively to achieve required objectivesIntermediate skills in Outlook, Excel, and WordFluent communication skills in English is required and French is an asset BenefitsWhy 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 contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top-up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamwork Your InformationBy 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 PoliciesEqual Employment OpportunityAviso 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 OverviewAviso 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.SalaryThis position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position. #J-18808-Ljbffr