Team Leader, Transfer Operations
4 weeks ago
Aviso Wealth:
At Aviso, we are committed to enhancing the financial well-being of Canadians. As a prominent wealth management organization, we prioritize leadership, innovation, collaboration, accountability, and community engagement. Working alongside skilled and dynamic professionals who embody our values, you will quickly recognize that our people and vibrant 'oneaviso' culture distinguish us in the industry. Discover more about what Aviso has to offer.
The Opportunity:
We are seeking a Team Leader for our Transfers Operations to join our dedicated Operations team.
Reporting directly to the Operations Manager, the Team Leader for Transfers will oversee the Transfers Team, manage workload volumes, and ensure adherence to daily deadlines. Key supervisory responsibilities include recruiting, training, coaching, mentoring, and scheduling staff, along with managing the onboarding process for new employees and facilitating career development opportunities.
Who You Are:
- Client-Focused: You prioritize the needs of both internal and external stakeholders, advocating for service excellence and striving to deliver tailored solutions. You proactively cultivate strategic partnerships that position Aviso Wealth as a trusted advisor.
- Results-Oriented: You are dedicated to achieving your objectives and succeeding in your role. This includes a focus on effective execution and the ability to recognize and seize opportunities. You consistently seek to enhance your performance and embrace continuous improvement.
- Collaborative: You work effectively with others towards shared goals, making meaningful contributions to your team’s success. You foster collaboration, build trust, and establish strong relationships within and outside the organization.
- Inspirational Leader: You guide your team by providing clear direction, support, and motivation, while striving for excellence. You help team members overcome challenges by offering resources and removing obstacles, and you provide constructive feedback tailored to each individual.
Your Daily Responsibilities:
- Establish and monitor departmental standards for procedures, ensuring quality, accuracy, and efficiency while maintaining service level agreements (SLAs).
- Foster a positive leadership environment by earning the respect of staff, peers, and stakeholders.
- Ensure timely and appropriate training and development for team members.
- Coach staff to enhance performance while promoting employee engagement and supporting the onboarding of new hires.
- Maintain up-to-date processes and procedures in all manuals, including departmental SLAs.
- Manage internal and external communications, coordinating with vendors and trustees as necessary.
- Analyze current practices and identify opportunities for process improvements, making recommendations to streamline workflows.
- Oversee departmental projects and participate in the implementation of initiatives as required.
- Assist staff with escalated or complex issues, ensuring high levels of customer service are maintained.
- Ensure adequate staffing and training, including cross-training to provide redundancy across team roles.
- Review and approve daily journal entries and monthly account reconciliations.
- Report monthly on SLA standards, including exceptions, and develop business plans to manage resources during peak volumes.
- Stay informed about industry standards and regulations relevant to the investment sector.
- Collaborate with management for procedural reporting required by internal and external auditors.
Requirements:
Your Experience and Skills:
- Post-secondary education with ongoing professional development in the Investment Industry, particularly in operations.
- Comprehensive knowledge of regulatory requirements; completion of IFIC and/or CSC is advantageous.
- 3 to 5 years of progressively responsible experience in the investment sector, including at least 1 to 2 years in a supervisory role.
- Exceptional delegation, organizational, time management, and administrative skills.
- Strong attention to detail and accuracy.
- Ability to thrive under pressure, prioritize tasks, and meet deadlines.
- Solid analytical and problem-solving abilities, capable of managing multiple tasks effectively.
- Superior customer service skills with a focus on resolving issues satisfactorily.
- Highly motivated and results-driven individual.
- Intermediate proficiency in MS Word, Excel, Outlook, and Access.
- Fluent in English, with bilingual proficiency in French considered an asset.
Benefits:
Why Choose Aviso Wealth?
At Aviso Wealth, you will experience a dynamic and inclusive culture that rewards innovation and celebrates achievements. Here are some of the benefits that set us apart:
- Competitive compensation package recognizing individual contributions.
- Comprehensive health, dental, and insurance benefits tailored to meet diverse employee needs.
- Generous vacation policy, fitness benefits, and parental leave top-up options.
- Matching contributions to retirement plans.
- Commitment to continuous improvement through learning and development opportunities.
- Regular social events to enhance teamwork.
Equal Employment Opportunity:
Aviso Wealth encourages applications from all qualified individuals, including those with disabilities. We are committed to accommodating applicants' needs throughout the hiring process.
We appreciate all applicants for their interest; however, only those selected for further consideration will be contacted.
Company Overview:
Aviso is a leading provider of wealth management and investment services in the Canadian financial sector, managing over $130 billion in assets and employing over 1,000 professionals. We are building a comprehensive, technology-driven, client-focused wealth services ecosystem. Our clients include credit unions, portfolio managers, investment dealers, insurance companies, and introducing brokers. Aviso is proud to support businesses that empower investors.
A career with Aviso means being part of a talented and energetic team dedicated to your success and professional growth.
Salary:
This position offers a competitive salary range of $75,000 - $85,000 CAD annually, with individual compensation packages tailored to each candidate's qualifications and the role's requirements.
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