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Corporate Actions Specialist
3 months ago
Aviso Wealth:
At Aviso, we are committed to enhancing the financial well-being of Canadians. As a premier wealth management organization, we prioritize leadership, innovation, collaboration, accountability, and community engagement. You will work alongside talented and dynamic professionals who embody our values, and you will quickly recognize that our culture sets us apart. Discover more about what Aviso has to offer.
The Opportunity:
We are 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 any other corporate actions related to securities held at Aviso.
Who You Are:
- Service Orientation – You prioritize both internal and external stakeholders, demonstrating a commitment to understanding and addressing clients' needs. You champion service excellence and strive to deliver solutions that fulfill those needs, fostering strategic partnerships that position Aviso Wealth as a trusted advisor.
- Execution Focus – You are dedicated to achieving your objectives and succeeding in your role. This includes a focus on completing tasks efficiently and recognizing opportunities as they arise. You continuously seek ways to enhance your performance and value ongoing improvement, taking responsibility for your actions and learning from experiences.
- Collaborative Spirit – You work effectively with others towards shared goals, making meaningful contributions to your team to achieve organizational objectives. You actively promote collaboration, build trust and inclusivity, and strive 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.
- Accurately process all mandatory and voluntary corporate actions for securities held at Aviso, adhering to established service standards.
- Handle all daily entitlements efficiently.
- Ensure that 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 incoming requests.
- Deliver exceptional 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 a keen attention to detail.
- Ability to identify discrepancies and propose effective 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 communication skills.
- Fluency in English is required; bilingual skills in French are an asset.
Why Choose Aviso Wealth?
At Aviso Wealth, you will experience a vibrant and inclusive culture that values innovation and celebrates achievements. Here are some benefits that distinguish us:
- Competitive compensation that recognizes individual contributions.
- Comprehensive health, dental, and insurance benefits tailored to meet diverse employee needs.
- Generous vacation time, fitness benefits, and parental leave top-up options.
- Matching contributions to our retirement savings program.
- A commitment to the continuous development of our staff through learning opportunities and an education assistance program.
- Regular social events to promote teamwork and camaraderie.
Equal Employment Opportunity:
Aviso Wealth welcomes and 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 prominent wealth management and investment services provider in the Canadian financial sector, managing over $130 billion in total assets and employing over 1,000 professionals. We are building a comprehensive, technology-driven, client-focused wealth services ecosystem. Our clientele includes partners, advisors, and investors, and we are a trusted partner for numerous credit unions across Canada, as well as a variety of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our investment dealer and mutual fund dealer, along with our insurance services, support thousands of investment advisors. Our asset management division, NEI Investments, specializes in responsible investing. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, while our fully automated investing service, Qtrade Guided Portfolios, caters to those preferring a hands-off approach. Aviso Correspondent Partners offers custodial and carrying broker services to a diverse range of firms. With offices in major Canadian cities, Aviso is 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 daily, and belonging to an organization 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 specific requirements of the role.
