Bilingual Account Agent

Aviso is dedicated to improving the financial well-being of Canadians and Canadians. As a leading heritage organization, we are committed to demonstrating leadership, innovation, and responsibility, as well as relying on partnerships and community. By working with talented and energetic professionals who embody our values on a daily basis, you will quickly notice that it is our employees and dynamic 'Aviso' culture that sets us apart from other companies. If you are looking for an interesting and stimulating job within a people-centered organization, discover what Aviso can offer by consulting the website www.aviso.ca/fr.

We are seeking a bilingual account agent to join our correspondence and institutional services team.

This person will support Aviso's correspondence and institutional services by providing exceptional service to clients, team members, and other stakeholders. The correspondence and institutional services team offers comprehensive custody and negotiation services to help portfolio managers, remittance brokers, and financial partners grow their businesses. In collaboration with the team, you will participate in monitoring and investigations related to operational activities and service delivery for asset management. You will contribute to the team's daily activities and support tasks and produce special reports.

Who you are:

• Service — you put client needs first. You are a partisan of excellent service and work to provide solutions centered on clients, all while developing proactive strategic partnerships that enable Aviso to become a trusted advisor and partner
• Execution — you are determined to achieve your goals and succeed. This means, among other things, focusing on 'result-oriented' activities, recognizing and capitalizing on opportunities as they arise. You continuously seek ways to improve your personal potential and value continuous improvement. You accept responsibility for your actions and learn from your mistakes
• Collaboration — you have a team spirit and work collaboratively with others to achieve common positive results. Making significant contributions to your team to achieve the organization's objectives is a priority for you. You proactively foster collaboration, inspire confidence and inclusion, and strive to establish effective relationships both within and outside the organization

Your day:

• To monitor client account activities and collect information on this subject for responses to clients
• Collaborate with operational teams and IT when examining activities and processing requests
• Examine incoming transfer documents to verify that they are well-filled and proceed with the request, then follow up
• Inform partners of any outgoing transfer demand and coordinate the account transfer according to the service level agreement (SLA)
• Receive and direct certain daily processing activities through Aviso or other parties concerned
• Handle general information requests by phone and email regarding activity processing
• Produce reports on client accounts and other activities as needed
• Participate in managing and any other task related to service delivery

Requirements:

Experience and skills required::

• University or college degree in finance, economics, or a related field
• Excellent communication skills in French and English, required
• SUCCESSFUL course on Canadian securities
• At least two years of experience in client service in a similar role
• Able to collect information efficiently and ensure timely follow-up
• Sense of organization, attention to detail, excellent time management and prioritization skills, and ability to perform multiple tasks at once
• Excellent problem-solving skills and participation in resolving problems
• Great sense of initiative, meticulousness, and exceptional adaptability
• Exceptional client service skills

Your information:

By submitting your application, you consent to the collection, use, and communication of personal information that you have provided for the purpose of evaluating your qualifications and suitability for a job at Aviso. Your information will be treated in accordance with Canadian laws on personal information protection, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial laws. Your data may be shared with authorized personnel participating in the recruitment process and will only be retained as long as necessary for these purposes or as required by law.

For more information, consult the link to our Privacy Policy, which can be found on our Careers page.

EQUAL EMPLOYMENT OPPORTUNITY:

Aviso welcomes and encourages applications from all qualified individuals, including candidates with disabilities. If you require an accommodation, we will work with you to respond to your needs at every stage of the hiring process.

We thank all applicants for their interest, however, only selected candidates will be contacted.

No recruiters or agencies, please.

Company overview:

Aviso is a leading provider of asset management and investment services to the Canadian financial sector. We are building a comprehensive ecosystem of asset management services at the cutting edge of technology and focused on clients. Our clients include our partners, advisors, and investors. We are a trusted partner for almost all credit unions and savings institutions in Canada, as well as a wide range of portfolio managers, remittance brokers, insurance companies, trust companies, and investment dealers. Our online brokerage, Qtrade Investment DirectMD, strengthens the power of autonomous investors, and our fully automated investment service, Portefeuilles Accompanied QtradeMD, serves investors who prefer a passive approach. Correspondents Aviso offers custody and negotiation services to a wide range of companies. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is supported by the collective strength of its owners: credit unions, Co-operators/CUMIS, and Desjardins. We are proud to empower businesses that strengthen investor power.

Making a career at Aviso means being part of a group of talented and energetic professionals who live their values every day, and belonging to an organization that is dedicated to your success and career development. If you are looking for an interesting and stimulating job within a people-centered organization, apply to join our team!

Salary:

The expected salary range for this position is $55,000 to $65,000 CAD per year. Individual compensation conditions are based on various factors unique to each candidate and the requirements of the role.