Business Service 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 Business Service Administrator to join our NEI Sales team.
Reporting to the Director, Inside Sales the Business Service Administrator is responsible for event management and coordination, processing marketing materials, and obtaining compliance approvals.
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:
- Event Coordination including organizing seminars (Seminars, Road Show amp; Webcast includes both virtual amp; person)
- Capture, summarize feedback and survey results of events to ensure continuous improvement
- Processing and sharing marketing collateral
- Responding promptly and professionally to both written and phone inquiries regarding products, procedures and systems.
- Partnering with compliance to obtain approvals on items like donations and client seminars
- Processing donations and sponsorship programs
- Support the E-Store
- Ensure integrity of data in CRM (Sales Force) (New Advisor onboarding and journey mapping)
- Support orientation and training
- Handling special projects or assignments as needed.
- Reporting Support (National accounts, BI Tool, etc.)
- National events calendar (Internal amp; External)
- Integration, Coordination and completion of RFPs amp; RFIs
- Monthly amp; Quarterly coordination amp; creation of reporting packages.
Requirements
Your experience and skills:
- University degree in finance or related fields preferred
- 1+ year experience in a coordinator or sales support position
- Strong computer skills including the MS Office suite of application
- Salesforce experience ideal
- Strong organization and time management skills
- Ability to prioritize and resolve issues
- Team player with a passion for Responsible Investing
- Great attitude with the ability to develop business relationships
- 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 furt