Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

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 Partner (ACP) by providing outstanding service for clients, team members and related parties. ACP offers 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 ACP 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 consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth 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
Handle general telephone and email inquiries on processing activities
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

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

Aviso Wealth