Account Officer

2 months ago


Toronto, 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 151 Yonge Street, Toronto, ON.

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 compan


  • Accounting Officer

    3 months ago


    Toronto, Canada 第一銀行 FirstBank Full time

    Job Title: Accounting Officer (Bilingual English & Mandarin) Location: First Commercial Bank, Toronto Branch Description: This is a full-time position. Working Hours: Monday-Friday 9:00AM-5:00PM (one hour lunch break). We are seeking a positive, careful and self-motivated team player to join. Responsibilities: Verification of general ledger...

  • Accounting Officer

    3 months ago


    Toronto, Canada Scotiabank Full time

    Requisition ID: 198012 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The Accounting Officer reports to the Senior Manager, Finance & Analytics and is responsible for or is back up for timely and accurate processing, control, and tracking of all accounting entries for a wide range of...

  • Accounting Officer

    4 months ago


    Toronto, Canada Vault Credit Corporation Full time

    Vault is a non-bank private mortgage lending company. We have a progressive, friendly work environment and a culture of growth. We are looking for a hard-working Accounting Officer to join our dynamic team. This is a hands-on position and the individual will be exposed to various aspects of a private mortgage lending company. You will be responsible for...

  • Accounts Officer

    2 weeks ago


    Toronto, Ontario, Canada The Daniels Corporation Full time

    Position OverviewThe Daniels Corporation is seeking a dedicated Finance Officer to join our team. This role is essential in managing financial operations and ensuring the accuracy of financial records.Educational RequirementsBachelor's degree in Finance, Accounting, or a related field.Key ResponsibilitiesCalculate and prepare payroll cheques.Maintain and...

  • Accounting Officer

    2 weeks ago


    Toronto, Ontario, Canada Kanset Services Inc. Full time

    Position OverviewKanset Services Inc. is seeking a dedicated and detail-oriented Financial Officer to join our team. This role is essential for maintaining the financial health of our organization.Key ResponsibilitiesPayroll Management: Calculate and prepare payroll cheques accurately.Financial Record Keeping: Maintain and balance various accounts using both...

  • Accounting Officer

    3 months ago


    Toronto, ON, Canada 第一銀行 FirstBank Full time

    Job Title: Accounting Officer (Bilingual English & Mandarin)Location: First Commercial Bank, Toronto BranchDescription:This is a full-time position. Working Hours: Monday-Friday 9:00AM-5:00PM (one hour lunch break). We are seeking a positive, careful and self-motivated team player to join.Responsibilities:Verification of general ledger activities & daily...

  • Accounting Officer

    4 months ago


    Toronto, Canada Vault Credit Corporation Full time

    Who we are Vault is a non-bank private lending company offering a wide array of financial services such as mortgage, equipment leasing and lending products. Vault has a devoted team of experts with years of experience in both financial services and real estate. We deliver products and services that meet our borrowers' diverse needs quicker and easier than...

  • Accounting Officer

    3 months ago


    Toronto, Canada ???? FirstBank Full time

    Job Title: Accounting Officer (Bilingual English & Mandarin) Location: First Commercial Bank, Toronto Branch Description: This is a full-time position. Working Hours: Monday-Friday 9:00AM-5:00PM (one hour lunch break). We are seeking a positive, careful and self-motivated team player to join. Res

  • Accounting Officer

    3 months ago


    Toronto, Canada Scotiabank Full time

    Requisition ID: 194174 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Accounting Officer, you will be responsible for processing all trade correction requests from branches or internal departments including executing the covering transactions and inputting the balancing bookkeeping...

  • Accounting Officer

    2 weeks ago


    Toronto, Ontario, Canada WDLT 117 Apparel Inc. Full time

    Position OverviewWDLT 117 Apparel Inc. is seeking a dedicated Finance Officer to join our team. This role is essential for managing our financial operations and ensuring the accuracy of our financial records.QualificationsEducation: Bachelor's degree or equivalent experienceExperience: 2 to 3 years in a similar roleKey ResponsibilitiesCalculate and prepare...


  • Toronto, Ontario, Canada IIQAF Full time

    IIQAF is seeking a meticulous and organized individual to fill the role of Financial Records Officer. In this position, you will be tasked with ensuring the integrity of financial documentation and compliance with established accounting practices. Your keen attention to detail and ability to operate autonomously will be vital to the efficiency of our...

  • Accounting Officer

    2 months ago


    Toronto, Canada Scotiabank Full time

    Requisition ID: 188300 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Accounting Officer, you will be responsible to ensure the accurate and timely allocation of all weekly, monthly, and quarterly trailer and commission payouts to Advisors within the Scotia McLeod, Intl Investment Advisory, and...


  • Toronto, Canada Legislative Assembly of Ontario Full time

    Appointed by Order of the Legislative Assembly of Ontario for a term of five years, the Financial Accountability Officer has a mandate to provide an independent analysis, on their own initiative, to the Assembly about the state of the Province’s finances and trends in the provincial and national economies, and upon request from a member or committee of the...


  • Toronto, 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...

  • Accounting Officer

    3 weeks ago


    Old Toronto, Canada Vault Credit Corporation Full time

    Vault Mortgage is a non-bank private mortgage lending company. We have a progressive, friendly work environment and a culture of growth. We are looking for a hard-working Accounting Officer to join our dynamic team. This is a hands-on position where the individual will be exposed to various aspects of a private mortgage lending company. You will be...

  • Accounts Receivable

    2 weeks ago


    Toronto, Canada Maxxit Systems Inc Full time

    **WHO WE ARE** Maxxit Systems Inc. works closely with architects and contractors to translate design intent into beautiful, durable, easy-to-install architectural components for commercial and retail projects across North America. With manufacturing facilities in Toronto Ontario, Maxxit specializes in design assist, project management, and fabrication of...

  • Accounting Officer

    3 months ago


    Toronto, Canada Scotiabank Full time

    **Requisition ID**: 198237 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Accounting Officer, you will be responsible for carrying out Investment Advisor requests in a prompt and efficient manner in accordance with Service Level Agreement, while ensuring that Scotia McLeod Inc. Policies and...


  • Toronto, Ontario, Canada Kanset Services Inc. Full time

    Position OverviewKanset Services Inc. is seeking a dedicated Financial Operations Specialist to join our team. This role is essential for maintaining the financial integrity of our organization.Key ResponsibilitiesPayroll Management: Calculate and prepare cheques for employee compensation.Financial Record Keeping: Maintain and balance various accounts...


  • Toronto, Canada Pension Office Full time

    **Role and Responsibilities** Responsible for all daily Financial Transactions related to the Accounts Receivable of the Pension Office Corporation, General Synod Pension Plan, Continuing Education Plan, Group Benefits Plan, Self-Insured Death Benefit Plan, Long-Term Disability Plan and the Endowment Plan - Maintains customer accounts - Coordinates with the...

  • Officers Accounts

    3 months ago


    Toronto, Canada WEETAZ Full time

    **Job Information** Manage supplier accounts. Handle customer accounts, including recording payments, sorting out letters, and sending reminders. Account for fixed assets and calculate allocations. Reconcile bank statements. Prepare and file VAT declarations. Track and account for expense reports. **Job Requirements** **Education** - Bachelor’s...