Operations Supervisor, Estates

5 days ago

Vancouver, British Columbia, Canada Aviso Wealth Full time

About the Role:

We are seeking a highly skilled and experienced Operations Supervisor, Estates to join our Operations team at Aviso Wealth. As a key member of our team, you will be responsible for the supervision of the estate settlement process across all lines of business.

Key Responsibilities:

  • Supervise and coordinate all activities of the department to ensure timely and accurate processing, including prioritization of duties and shifting of resources.
  • Handle escalations (internal/external), identify gaps/trends, and ensure customer service levels are maintained within the department.
  • Design and implement quality controls and facilitate regular quality assurance tests.
  • Collect and analyze key performance metrics for the department. Provide summaries of overall activity during the month, identifying any unique circumstances impacting the area and anticipated future events.
  • Identify opportunities to streamline/improve processes where appropriate.
  • In consultation with the Senior Manager, stay up to date with changing industry regulations and determine impacts to day to day operations.
  • Monitor department workload and assess requirements to handle changes in volumes. Plan resources by prioritizing functions and re-aligning resources to meet target deadlines.
  • Provide onboarding, training and on-going support to new and existing staff members. Maintain and have oversight over team training materials.
  • Update and maintain the department's skills matrix.
  • In consultation with the Senior Manager, establish annual performance goals and success indicators.
  • Provide effective and ongoing performance feedback to staff members.
  • Facilitate staff meetings to provide department updates and to encourage the sharing of ideas, soliciting topics of conversation relevant to the team.
  • Cover responsibilities of the Senior Manager during times of absence, vacations, etc.
  • Prepare client complaint summaries and represent Estates with these enquiries.

Requirements:

Your Experience and Skills:

  • Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions.
  • In-depth knowledge of relevant regulatory requirements, the successful completion of the IFIC and/or the CSC is an asset.
  • 3 years of experience in the Estates area.
  • 3 – 5 years of progressively responsible experience in the investment industry, including past supervisory experience for a minimum of 1 – 2 years.
  • Ability to function with autonomy and is well versed in working closely with Legal, Compliance, Trustee and Client Complaints departments.
  • Fluent communication skills in English are required and bilingual skills in French are an asset.
  • Excellent interpersonal skills including delegation and mentoring of staff.
  • Strong attention to detail and accuracy along with organizational, time management and administrative skills.
  • Ability to work under pressure, set priorities and meet project deadlines.
  • Solid analytical and problem-solving skills with the ability to handle multiple tasks in a fast paced environment, with the appropriate attention to detail.
  • Superior customer service with the ability to quickly identify and resolve problems to the satisfaction of all parties.
  • Highly motivated and results driven.
  • Experience in existing systems (Dataphile) and system integration, along with incremental development.

What We Offer:

We offer a 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, and a dynamic and inclusive culture that rewards innovation and celebrates success.

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