Aviso Wealth
1 year ago
Transfer Administrator or Administrator
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Company information
- Company
- Aviso Wealth
- Location
- Canada, Québec, Montréal, Westmount Canada
- Posted
- 1 year ago
Job description
Aviso: We are committed to improving the financial well-being of Canadians. As a leading heritage management organization, we are committed to leadership, innovation, and responsibility, as well as partnering and community. Working with talented and energetic professionals who embody our values on a daily basis, you will quickly realize that it is our employees and our culture... ‘Aviso…’ We are looking for a transfer administrator or administrator who is passionate about the financial well-being of Canadians. As a transfer administrator or administrator, you will be responsible for ensuring the smooth transfer of funds from one account to another, while also providing exceptional customer service to our clients. Responsibilities: • Ensure the smooth transfer of funds from one account to another; • Provide exceptional customer service to our clients; • Develop and maintain strong relationships with our clients; • Identify and resolve any issues that may arise during the transfer process; • Collaborate with our team to ensure the successful transfer of funds. Requirements: • Bachelor's degree in a related field (e.g. finance, accounting, business administration); • 2-3 years of experience in a related field (e.g. finance, accounting, business administration); • Strong understanding of financial concepts and regulations; • Excellent communication and interpersonal skills; • Ability to work in a fast-paced environment; • Strong analytical and problem-solving skills; • Ability to maintain confidentiality and handle sensitive information; • Proficiency in Microsoft Office (Word, Excel, PowerPoint). Benefits: • Competitive salary and benefits package; • Opportunities for professional growth and development; • Collaborative and dynamic work environment; • Recognition and rewards for outstanding performance; • Flexible work arrangements (e.g. telecommuting, flexible hours). If you are passionate about the financial well-being of Canadians and are looking for a challenging and rewarding career opportunity, we encourage you to apply for this exciting role.
Required skills
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