Aviso Wealth:

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 a Transfers Administrator to join our Transfers team until Dec 31, 2025.
Reporting to the Supervisor, Transfers, the Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment.

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:

Process transfer in 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

Your experience and skills:

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 is an asset
Fluent verbal and written communication skills in English are required and bilingual skills in French are an asset