Settlements Administrator
Aviso Wealth, Canada
Job Description
Aviso Wealth:
At Aviso Wealth, 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 Wealth has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Settlement Administrator to join our Operations team.
Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at ouroffice at151 Yonge Street, Toronto, ON.
Reporting to the Supervisor, Settlement Services the Settlement Administrator is responsible for duties relating to the reconciliation and settlement of transactions on the IIROC platform as well as the settlement of foreign securities. This may include equities, fixed income amp; equity option transactions.
There may be a requirement to work on a statutory holiday or weekend.
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:
- Reconciliation of Clearing account
- Settlement of client transactions
- Administrative trade processing
- Process client FX transactions
- Ensure to follow the policy and procedures manual, as set out for the Settlement Services team, and revised as needed
- Other duties as assigned as needed
Requirements
Your experience and skills:
- Post-secondary education in business or commerce is preferred
- 1+ year experience in an office environment within the securities industry
- Intermediate knowledge in the MS Suite of applications including Excel
- Ability to work independently to achieve required objectives
- Strong attention to detail and accuracy
- Proven ability to work well under pressure and in a fast-paced environment
- Strong customer service orientation
- Strong organizational, time management and administrative skills
- Fluent communication skills in English are required and bilingual skills in French are an asset
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 amp; 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.
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 servic