Transfers Coordinator

1 day ago

Vancouver, British Columbia, Canada Aviso Wealth Full time
About the Role

Aviso Wealth is seeking a highly detail-oriented and organized Transfers Administrator to join our Transfers team. As a key member of our operations team, you will be responsible for the daily processing of transfers, reviewing and approving transactions, and handling 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

To be successful in this role, you will require:

  • 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

Aviso Wealth offers a dynamic and inclusive culture that rewards innovation and celebrates success. Our benefits package includes:

  • 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

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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