New Accounts Operations Administrator
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Process new accounts accurately at Aviso Wealth while supporting fee-based programs and collaborating with Operations and Service Centre teams.
As a New Accounts Administrator, you will manage daily processing in the IIROC dealer space. The position covers account setup, fee-based account maintenance, and transaction coding. You will use Dataphile, OSM, and Laserfiche while supporting regulatory compliance and continuous improvement.
Key Responsibilities:
- Process new account setups within Service Level Agreements
- Maintain fee-based accounts and post monthly fees
- Document requests with clear, concise processing notes
- Use systems according to company policy and regulation
- Communicate processing issues and changes with colleagues
Requirements:
- Post-secondary Finance or Business program preferred
- At least one year of administrative experience
- Mutual Fund or Financial Industry experience preferred
- Dataphile knowledge and Credit Union background advantageous
- English fluency required; French bilingual skills advantageous
Support compliant account processing at Aviso Wealth through accurate administration, financial systems knowledge, and responsive communication.
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