Senior Bilingual Transfers Administrator
Aviso Wealth, Canada

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:

Reporting to the Supervisor, Account Transfers and Conversions, the Senior Bilingual Transfers Administrator is responsible for the daily processing of transfers, reviews and approvals and dealing with escalated items. The Senior Transfers Administrator interacts daily with other departments and at times with external financial institutions.

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:

• Accurately and efficiently process transfers on all business lines in accordance with company policies and procedures, reviewing and approving staff journals
• Review and process month end reconciliations within deadline
• Ensure proper protocol when delaying requests, notes are clear and concise when updating systems with relevant updated information from internal and external sources
• Use pertinent systems in compliance with company policy and industry regulations (e.g., laserfiche, OSM, Univeris, Dataphile, ATON)
• Communicate with peers and supervisor to ensure they are kept up to date on any issues/ changes that arise from daily activity
• Ensure internal manuals are current by updating any changes in company policy, industry regulation and system/ procedure changes
• Act as a department resource, providing coaching and mentoring to staff and coverage for the team and Supervisor
• Act as a project lead on department projects and represents the team on larger projects
• Understands the impact to internal and external partners and clients, researching and promptly resolving escalated issues
• Provide quality customer service, consistently meeting or exceeding partner amp; client expectations in day-to-day dealings
• Exercise sound judgment when balancing the needs of our partners against the needs of the business when handling issues, developing policies, changing procedures, etc.
• Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives

Requirements

Your experience and skills:

• High School Diploma required, post secondary education in business or financial administration preferred
• Minimum 3 years’ experience in the mutual fund or financial industry
• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an asset
• Univeris / Dataphile knowledge and experience is an asset
• Knowledgeable about registered plan products including RRSPs, RRIFs, Locked-in plans and investments such as mutual funds and equities.
• Strong organizational, time management and decision-making skills with the ability to handle multiple tasks in a detailed environment
• Demonstrated ability to work calmly, accurately and effectively in a fast-paced environment with the flexibility to meet changing needs and manage deadlines
• Superior customer service skills with the ability to quickly identify and resolve issues to the satisfaction of all parties
• Extremely detail oriented and accurate with solid analytical,

Job Rewards and Benefits