Senior Bilingual New Accounts 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 service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth 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 Senior Bilingual New Accounts Administrator to join our Operations Team.
Reporting to the Supervisor, New Accounts, the Senior Bilingual New Accounts Administrator is responsible for opening/maintaining accounts across various platforms in accordance with regulatory requirements established by IIROC, PCMLTFA, FATCA, CRS and Qualified Intermediary regulations.
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:
- Review new account application documentation
- Verify the identity of clients and prescribed individuals associated with accounts, primarily to combat money laundering and terrorist financing activities
- Open/close/maintain client accounts across various platforms
- Process systematic plans and bank information setups
- Investigate account related issues and take appropriate actions to correct
- Facilitate regular quality assurances tests. Enhance quality assurance measures
- Communicate and coordinate with other departments regarding account related requests
- Generate departmental reports for management
- Provide training and on-going support to others in the department
- Remain current on PCMLTFA, FATCA, CRS and Qualified Intermediary regulations
Requirements
Your experience and skills:
- Post-secondary education
- Minimum of 3 years financial industry experience
- Experience with Dataphile is an asset
- Ability to work independently and in a team environment in a fast paced environment
- Excellent time management and organizational skills
- Pro-active problem solving abilities with strong analytical skills
- Outstanding customer service focus
- Extremely detail oriented and accurate with a focus on quality assurance
- Ability to work well under pressure and meet tight deadlines
- Fluent communication skills in both English and French are required
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.