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Corporate Actions Specialist
3 months ago
Aviso Wealth:
At Aviso, we are committed to enhancing the financial health of Canadians. As a prominent wealth management firm, we prioritize leadership, innovation, collaboration, accountability, and community engagement. Working alongside skilled and enthusiastic professionals who embody our values, you will quickly discover that our people and vibrant 'oneaviso' culture distinguish us in the industry. If you seek engaging and rewarding work at a company that values its employees, learn more about what Aviso has to offer.
The Opportunity:
We are currently seeking a Corporate Actions Administrator to become a vital part of our Operations team.
Reporting to the Supervisor of Corporate Actions, the Corporate Actions Administrator will oversee the processing and reporting of reorganizations, offers, name changes, and other corporate actions related to securities held at Aviso.
Who you are:
- Client-Focused – You prioritize both internal and external stakeholders, demonstrating a commitment to understanding and addressing clients' needs. You advocate for service excellence and strive to deliver solutions that fulfill those needs. You actively cultivate strategic partnerships that enable Aviso Wealth to be recognized as a trusted advisor.
- Results-Oriented – You are dedicated to achieving your objectives and ensuring success. This includes a focus on completing tasks efficiently and recognizing opportunities as they arise. You continuously seek ways to enhance your performance and value the importance of ongoing improvement. You take responsibility for your actions and learn from experiences.
- Team Player – You collaborate effectively with others to drive positive outcomes. Contributing meaningfully to your team to meet organizational goals is essential. You actively promote teamwork, build trust and inclusivity, and work to establish strong relationships both within and outside the organization.
Your Daily Responsibilities:
- Coordinate, review, and disseminate all mandatory and voluntary bulletins for Canadian and US depositories.
- Process all mandatory and voluntary corporate actions for securities held at Aviso with exceptional precision and within established service standards.
- Handle all daily entitlements.
- Ensure all corporate actions are processed with the appropriate tax treatment for US or Canadian regulations.
- Set up client accounts for dividend reinvestment plans (DRIPs) based on received requests.
- Deliver outstanding customer service to both external and internal clients.
- Regularly update procedure manuals to comply with internal controls and regulatory standards.
- Actively engage in team meetings and contribute ideas for process enhancements.
Your Qualifications:
- Some post-secondary education (including professional development).
- A minimum of 2 years of relevant work experience.
- Completion of the Canadian Securities Course (CSC) is an asset.
- Strong analytical and problem-solving skills with meticulous attention to detail.
- Ability to identify discrepancies and propose solutions.
- Capability to work independently and apply knowledge with minimal supervision.
- Strong organizational skills to prioritize tasks and meet deadlines.
- Ability to manage multiple tasks and adapt to changing workloads.
- Excellent customer service and interpersonal abilities.
- Fluent communication skills in English are required; bilingual skills in French are a plus.
Why Choose Aviso Wealth?
At Aviso Wealth, you will experience a dynamic and inclusive culture that values innovation and celebrates achievements. Here are some aspects that set us apart:
- Competitive compensation package that acknowledges and rewards individual contributions.
- Comprehensive health, dental, and insurance benefits tailored to meet the diverse needs of our employees.
- Generous vacation time, fitness benefits, and parental leave top-up options.
- Matching contributions to our retirement program.
- Commitment to the continuous development of our staff through learning opportunities and an education assistance program.
- Regular social events to promote teamwork.
Equal Employment Opportunity:
Aviso Wealth encourages applications from all qualified individuals, including those with disabilities. We are committed to working with you to accommodate your 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 total assets and employing over 1,000 professionals. We are developing a comprehensive, technology-driven, client-focused wealth services ecosystem. Our clients include partners, advisors, and investors, and we are a trusted ally for nearly all credit unions across Canada, as well as a diverse range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our investment dealer and mutual fund dealer support thousands of investment advisors, while our asset manager, NEI Investments, specializes in responsible investing. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, caters to those who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide array of firms. We operate in multiple locations across Canada and are backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We take pride in empowering businesses that empower investors.
A career with Aviso means being part of a talented and energetic group of professionals who embody our values and are dedicated to your success and career growth.
Salary:
This position offers an expected salary range of $52,000 - $63,000 CAD annually. Individual compensation packages are determined based on various factors unique to each candidate and the requirements of the position.
