Transfers Coordinator

4 days ago

Vancouver, British Columbia, Canada Aviso Wealth Full time

About Aviso Wealth

Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry, with over $130 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 Mission

We're committed to improving the financial well-being of Canadians. As 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, we provide specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.

The Opportunity

We're seeking a highly detail-oriented and organized Transfers Coordinator to join our Transfers team. As a key member of our operations team, you will be responsible for daily processing of transfers, reviews and approvals, and dealing with escalated items.

Key Responsibilities

  • Process transfer requests according to service level agreements
  • Monitor the transfers mailbox and collect incoming mail
  • Initiate new manual or ATON transfers in and transfers out
  • Track status and follow-up on initiated transfers
  • Provide operational support for transfers to external institutions
  • File completed transfer documents and shred all printed documents
  • Review and respond to transfers in inquiries
  • Assist / cover others in the Transfers Department as needed
  • Handle special projects or other assignments as requested

Requirements

Your Experience and Skills

  • Minimum 1 year experience in back office administration in a financial securities firm
  • Extremely detail oriented and accurate
  • Strong problem solving skills
  • Excellent organizational and multi-tasking skills to meet required deadlines daily
  • Strong team player in the department and across departments
  • Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
  • Experience with Dataphile and/or Univeris is an asset
  • Fluent verbal and written communication skills in English are required and bilingual skills in French are an asset

What We Offer

We offer a competitive compensation package that rewards and recognizes individual contributions, excellent health, dental and insurance benefits, 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, and regular social events to foster teamwork.

Equal Employment Opportunity

Aviso Wealth 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.

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