Account Officer, Temporary

**Aviso**:
**The Opportunity**:
We’re looking for an Account Officer join our Aviso Correspondent Partner team for 6 months.

Reporting to the Director, Partner Services and Onboarding, the Account Officer is responsible for supporting Aviso Correspondent Partners by providing outstanding service for clients, team members and related parties. We offer comprehensive custody and trading services to help portfolio managers, introducing brokers, and financial partners grow their business. You will be responsible for working with team members of Aviso Correspondent Partners to follow up and investigate operational and service matters related to the delivery of wealth management services. In this position, you will support the efforts of the team by assisting in doing day to day and support related activities and some reporting.

**Who you are**:

- **Service** - You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
- **Execution** - You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- **Collaboration** - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

**What your day looks like**:

- Follow up on and gather information on client account activities for client responses
- Work with Operations and IT to investigate activities and completion of requests
- Review transfer in documentation for completeness and initiation and follow up for completion
- Notify Partners of any transfer out requests and coordinate delivery of account with SLA
- Receive and direct certain daily activities for processing by Aviso or other related parties
- Ensure customer problems are handled appropriately, escalating issues when necessary
- Provide reporting on client accounts and other activities as necessary
- Assist with management and any other department related duties

**Requirements**:
**Your experience and skills**:

- University/College degree
- Completion of Canadian Securities Course
- Minimum of two years of customer service experience
- Effective information gathering and timely follow up
- Fluent communication skills in English are required and bilingual French skills are an asset
- Highly organized and detail-oriented
- Strong ability to identify and assist in resolving issues
- Show initiative, attention to detail and adaptability
- Exceptional customer service and interpersonal skills
- Excellent time management/prioritization skills and ability to multi-task
- Ability to work independently
- Contribute to a positive working environment
- Strong computer skills

**Benefits**

**Why Aviso Wealth?**

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

- 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

**Your Information**

Further information is available on the Privacy link on our Career Page - Privacy Policies

**Equal Employment Opportunity**

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

**Company Overview**:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. 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. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insur