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Transfers Coordinator

2 months 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, reviews, and approvals, as well as 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
  • 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
About Aviso Wealth

Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.

We're proud to power businesses that empower investors. A career with Aviso means being part of a group of talented, energetic professionals who live our values every day, and belonging to an organization dedicated to your success and career development.

What We Offer
  • 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.