Account Officer

7 months ago


Vancouver, Canada Aviso Wealth Full time

**Aviso Wealth**:
**The Opportunity**:
We’re looking for an Account Officer join our Correspondent & Institutional team.

Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 1111 West Georgia St, Vancouver, BC.

Reporting to the Supervisor, Partner Service Support, the Account Officer is responsible for supporting Aviso Correspondent & Institutional (C&I) by providing outstanding service for clients, team members and related parties. C&I offers comprehensive custody and trading services to help portfolio managers, introducing brokers, and financial partners grow their business. You will be responsible for working with team members of C&I to follow up and investigate operational and service matters related to the delivery of wealth management services. In this position, you will support the efforts of the team by assisting in doing day to day and support related activities and some reporting.

**Who you are**:

- **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
- **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
- **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**:

- Follow up on and gather information on client account activities for client responses
- Work with Operations and IT to investigate activities and completion of requests
- Review transfer in documentation for completeness and initiation and follow up for completion
- Notify Partners of any transfer out requests and coordinate delivery of account with SLA
- Receive and direct certain daily activities for processing by Aviso or other related parties
- Ensure customer problems are handled appropriately, escalating issues when necessary
- Provide reporting on client accounts and other activities as necessary
- Assist with management and any other department related duties

**Requirements**:
**Your experience and skills**:

- University/College degree
- Completion of Canadian Securities Course
- Minimum of two years of customer service experience
- Effective information gathering and timely follow up
- Fluent communication skills in English are required and bilingual French skills are an asset
- Highly organized and detail-oriented
- Strong ability to identify and assist in resolving issues
- Show initiative, attention to detail and adaptability
- Exceptional customer service and interpersonal skills
- Excellent time management/prioritization skills and ability to multi-task
- Ability to work independently
- Contribute to a positive working environment
- Strong computer skills

**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 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

**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**:
Aviso is a leading wealth management and investment services supplier for the Canadian financial industry, with over $120 billion in total assets under administration and management, and over 1,000 employees. We’re building a technology-enabled, client-centric wealth management 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


  • Accounting Officer

    4 weeks ago


    Vancouver, Canada Northern Energy Capital Full time

    **Job Title**: Accounting Officer **Location**: Vancouver, BC (Hybrid) **Term**:Permanent, Part-time **Hours**: 4 days per week **Reports To**: CEO **Company Overview** Northern Energy Capital (NEC) is a growing renewable energy development company dedicated to providing sustainable and reliable energy solutions to remote and underserved communities in...


  • Vancouver, Canada Renewal Development Full time

    **Company**: Renewal Development **About Us**: Renewal Development is a dynamic and growing construction firm specializing in responsible residential demolition, building relocation, and sustainable home development. We pride ourselves on delivering high-quality projects and exceptional customer service. We are looking for a motivated and organized...


  • Vancouver, Canada Alma Mater Society of UBC Vancouver Full time

    The Alma Mater Society (AMS) is the University of British Columbia’s (UBC) student society, and works to improve the academic, social and personal lives of the 56,000 UBC students at its Vancouver campus. The AMS also runs nine food and beverage outlets, a catering and conference operation, and the AMS Student Nest, providing on-campus employment...


  • Vancouver, Canada Prevue HR Systems Inc. Full time

    **Accounting & Office Coordinator** **About Our Ideal Accounting & Office Coordinator** You're a go-getter who thrives in a fluid work environment. You consistently rise to the occasion, no matter the challenge. Trustworthy and responsible, you take immense pride in your work, recognizing that even the "little things" can have a big impact. Your attention...


  • Vancouver, Canada Alma Mater Society of UBC Vancouver Full time

    The Alma Mater Society (AMS) is the University of British Columbia’s (UBC) student society, and works to improve the academic, social and personal lives of the 56,000 UBC students at its Vancouver campus. The AMS also runs nine food and beverage outlets, a catering and conference operation, and the AMS Student Nest, providing on-campus employment...


  • Vancouver, Canada Aviso Wealth Full time

    **Aviso**: **The Opportunity**: We’re looking for an Account Officer join our Correspondent & Institutional team for 6 months. Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at...


  • Vancouver, Canada Assante Financial Management Ltd. Full time

    **About us** Are you a self-reliant, motivated person who wants to work in and help manage a full-service wealth management firm in downtown Vancouver? We are looking for someone who takes ownership of tasks, exhibits impeccable attention to detail and shows excellent judgment. **The Job** We are looking for someone available Monday to Friday 8:30am -...

  • Office Administration

    7 months ago


    Vancouver, Canada School District #39 (Vancouver) Full time

    Office Administration (On-Call) - Accounting Required **General Salary Rate**: $28.82 per hour + 20% in lieu of benefits, if not contributing to MPP $28.82 per hour + 14% in lieu of benefits, if contributing to MPP Rate for positions requiring higher technical skills and accounting knowledge: $32.99 per hour + 20% in lieu of benefits, if not contributing...


  • Vancouver, Canada Insight Design Group Full time

    **If you’re looking for a change - We are looking for you!** At Insight Design Group [IDG] we bring interior spaces to life for many of North America’s most prominent developers. Today, we are looking for an experienced Office Manager | Accounting Assistant to join our Interior Design studio here in the heart of Kitsilano’s Armoury...


  • Vancouver, Canada Brainhunter Systems Ltd Full time

    About the Opportunity:This is a partially outward facing position and will manage the administration of realized planned gifts made to BC Cancer Foundation, and work with estate related stakeholders including Gift Planning Advisors (GPAs) and testator/trix families in the planning phases of making future gifts.Reporting to the Director, Estates & Trusts, key...


  • Vancouver, Canada Community Living BC Full time

    **_We are proud to be selected as one of _**_B.C.'s Top Employers_**_ once again!_** **If you are looking for an opportunity to contribute your experience, knowledge, and passion in a meaningful way, CLBC is the place for you!** Community Living British Columbia (CLBC) is a Crown corporation responsible for arranging supports and services for adults with...


  • Vancouver, Canada COBS Bread Full time

    Great Place to Work Certified **Accounts Payable and Office Coordinator - **14 Month fixed term Contract** Reports to: Financial Controller Location: Vancouver, BC COBS Bread is looking for an enthusiastic, organized and adaptable self-starter to fill the role of an **AP and Office Coordinator **for our Downtown Vancouver Support office. This role will...


  • Vancouver, Canada Amco Rebar & Damp Proofing Full time

    Education: Bachelor's degree - Experience: 2 years to less than 3 years **Budgetary responsibility**: - 0 - $100,000 **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Assign, co-ordinate and review projects and programs - Monitor financial control systems - Manage contracts - Oversee the collection...


  • Vancouver, Canada Fairleigh Dickinson University Full time

    **General Description**: The Accounting Office Assistant provides diversified accounting support to various FDU Vancouver campus departments. Responsibilities include, but are not limited to, purchasing and accounts payable activities, contract routing processes, agent contracts and payments, student tuition payments and other bursarial functions. Required...

  • Office Clerk

    2 weeks ago


    Vancouver, Canada Alsco Full time

    Classification: Non-Exempt Job Summary: The Accounts Receivable Clerk is responsible to the Office Manager for the collection and maintenance of all charge accounts in accordance with company policy. With excellent communication skills, will be able to resolve A/R issues appropriately and effectively. Essential Functions: - Process customer payments...


  • Vancouver, Canada Craine Projects Ltd. Full time

    Craine Projects is your full-service design & build landscaping company, serving Metro Vancouver. Our friendly and professional team has decades of experience in designing, building, and maintaining innovative, and sustainable landscaping projects of all sizes. Our work environment includes: - Work-from-home days - Growth opportunities **Job...

  • Accounting Manager

    7 months ago


    Vancouver, Canada Turner Construction Company Full time

    About Us: Turner is a North America-based, international construction services company and is a leading builder in diverse market segments. The company has earned recognition for undertaking large and complex projects, fostering innovation, embracing emerging technologies, and making a difference for their clients, employees and community. With a staff of...


  • Vancouver, Canada Strata and property Management Full time

    **Job description** Job Responsibilities: Key Responsibilities: - The Strata Property Accountant contributes to the success of the Client Accounting team by preparing monthly financial statements and annual budgets for their assigned Strata Corporations. This includes responding to financial inquiries from Strata Managers and Councils directly. - The...


  • Vancouver, Canada Leede Jones Gable Inc. Full time

    Leede Jones Gable is one of Canada’s leading full-service investment dealers and provides a full range of investment products and services to clients all across Canada. Our diverse group of experienced and knowledgeable investment advisors and portfolio managers help clients achieve their long-term financial goals by offering independent, timely, and...


  • Vancouver, British Columbia, Canada Disability Solutions Full time

    Job SummaryAs an Account Maintenance and Compliance Officer at Disability Solutions, you will play a vital role in maintaining accurate client profile information and ensuring compliance with regulatory requirements. This is a dynamic opportunity for someone who enjoys working in a fast-paced environment and is passionate about delivering excellent client...