Bilingual Settlements Administrator

Base Pay Range CA$55,000.00/yr - CA$65,000.00/yr The Opportunity We're looking for a Bilingual Settlements Administrator to join our Operations team. Reporting to the Supervisor, Settlements, the role involves duties related to the settlement of foreign and domestic equity trades in systems such as CDSX, DTC, and CDCC, including equity option settlements. There may be a requirement to work on statutory holidays or weekends. Who you are Service – You put your clients' needs first, advocate service excellence, and work to deliver client‑centric solutions while building strategic partnerships that position Aviso Wealth as a trusted advisor. Execution – You are committed to achieving goals, getting things done, and seizing opportunities as they arise. You constantly seek personal improvement and embrace continuous learning, taking accountability for your actions and learning from mistakes. Collaboration – You collaborate effectively with others towards shared objectives, encouraging trust and inclusion and building relationships inside and outside the organization. What Your Day Looks Like Set up and match trades on CDS or Arrow following industry standards. Match confirmations of trades with other institutions. Interact with sales representatives to resolve unmatched or unprocessed trades. Ensure all trades are processed and settled within the required timeframe. Balance and correct outages in day‑to‑day processing using reports from CDS and Dataphile systems. Interact with brokerage firms and custodians to confirm or correct trades. Maintain, update, and track failed trades and their reasons. Balance monthly statements from external sources. Follow the policy and procedure manual for the settlements team. Track and maintain files related to daily settlements and storage of records. Perform other duties as assigned and assist colleagues when needed. Requirements Post‑secondary education in a related field is an asset. Minimum 2 years of office experience, preferably in the securities industry with exposure to Dataphile, CDS, and DTC. Industry‑related certifications are not required; completion of the Canadian Securities Course or IFIC Operations course is an asset. Ability to work independently to meet objectives within company and regulatory requirements. Self‑motivated and results‑driven with strong administrative skills and meticulous attention to detail. Demonstrated ability to thrive under pressure in a fast‑paced environment. Strong customer‑service orientation and organizational, time‑management, and decision‑making skills. Proven resource‑planning, coaching, motivation, and interpersonal skills with the ability to build effective relationships at all levels. Intermediate Excel and Microsoft Office knowledge. Fluency in English and French (written and spoken) to communicate with partners, clients, and colleagues across Canada. Work hours may vary due to industry demands; the role follows Eastern time zone business hours. Benefits Competitive compensation package that rewards and recognizes individual contributions. Excellent health, dental, and insurance benefits. Generous vacation time, fitness benefit, and parental leave top‑up options. Matching contributions to our retirement program. Commitment to continuous staff development through learning and an education assistance program. Regular social events to foster teamwork. 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. Privacy Information By submitting your application, you consent to the collection, use, and disclosure of your personal information for 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. Company Overview Aviso is a leading wealth‑management and investment‑services provider for the Canadian financial industry, supporting nearly all credit unions across Canada and offering a range of investment dealer, mutual fund dealer, and insurance services. We are committed to creating a diverse and inclusive culture that rewards innovation and celebrates success. #J-18808-Ljbffr