Transfers Coordinator

1 week ago

Vancouver, British Columbia, Canada Aviso Wealth Full time
About the Role

Aviso Wealth is seeking a highly organized and detail-oriented Transfers Coordinator 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 automated transfers
  • Track status and follow-up on initiated transfers
  • Provide operational support for transfers to external institutions
  • File completed transfer documents and maintain accurate records
  • Review and respond to transfers inquiries
  • Assist and cover others in the Transfers Department as needed
  • Participate in special projects and assignments as requested
Requirements
  • Minimum 1 year of 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
  • Strong team player in the department and across departments
  • Strong desire and initiative to become a subject matter expert over time
  • 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 offer 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 committed to our people and offer a dynamic and inclusive culture that rewards innovation and celebrates success. Our benefits package includes competitive compensation, excellent health and dental benefits, generous vacation time, and a commitment to continuous learning and development.

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