Transfer Administrator or Administrator

Aviso, we are dedicated to improving the financial well-being of Canadians and Canadians. As a leading heritage management organization, we commit to leadership, innovation, and responsibility, as well as partnering and community building. Working with talented and energetic professionals who embody our values daily, 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 personnel-centered company, discover what Aviso can offer by consulting the website www.aviso.ca/fr.

The challenge

We are seeking a transfer administrator or administrator who will join our transfer team.

Reporting to the supervisor or supervisor, Transfers, the successful candidate is responsible for processing daily transfers, revisions, and approvals, as well as managing escalated situations. The selected individual is collaborative, determined to acquire knowledge and experience. They demonstrate enthusiasm and energy to work in a dynamic environment.

Who you are:

• Service — you prioritize client needs. You are partisan of service excellence and work to provide client-centered solutions, all while developing proactive strategic partnerships that enable Aviso to become a trusted advisor and partner
• Execution — you are determined to achieve your objectives and succeed. This means, among other things, focusing on 'getting things done,' recognizing and capitalizing on opportunities as they arise. You continuously seek ways to improve your personal potential and value ongoing 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 goals. Making significant contributions to your team to meet the organization's objectives is a priority for you. You proactively foster collaboration, inspire confidence and inclusion, and strive to establish effective relationships both internally and externally within the organization.

A day in your life:

• Processing transfers requested according to service level agreements
• Monitoring the transfer mailbox and collecting incoming mail
• Lunching new manual or NELTC transfers, including internal transfers
• Verifying the status of launched transfers and ensuring follow-up
• Providing operational support for transfers to external institutions
• Classifying completed transfer documents and shredding all printed documents
• Examining requests for information about transfers and responding thereto
• Assisting and replacing other team members in the transfer team, as needed
• Taking on special projects or mandates, as required

Requirements:

Your experience and skills:

• Post-secondary education and/or equivalent experience
• A minimum of 1-2 years of experience in back-office administration in a mutual fund/investment firm
• Paying particular attention to detail and precision
• Solid problem-solving skills
• Excellent organizational skills and ability to juggle multiple tasks to meet daily deadlines
• A strong team spirit, both for your own service and for the entire organization
• A desire to become an expert in the field over time and communicate and understand the functions of other services within the operations team, taking proactive measures to do so
• Solid knowledge of Microsoft Office (Outlook, Excel, Word)
• Knowledge and experience with Dataphile, Fundserv, CDS, and DTCC, an asset
• Mastery (written and oral) of English and French is required to communicate effectively with partners, clients, and colleagues across Canada.
• Ability to work according to the standard Eastern Time schedule
  

Benefits:

Why Aviso Wealth?

Aviso Wealth offers a dynamic and inclusive culture that values innovation and recognizes employee successes.

Some of our distinguishing features :

• A competitive compensation program that rewards and values individual contributions
• Health benefits, dental care, and top-notch insurance to meet the diverse needs of our employees
• Lavish vacation packages, health and wellness benefits, parental leave options, and supplementary retirement plan contributions
• A commitment to ongoing employee development through learning and training, as well as a support program for career advancement.

Your information:

By submitting your application, you consent to the collection, use, and communication of personal information provided in order to evaluate your qualifications and suitability for employment at Aviso. Your information will be treated in accordance with applicable 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 or required by law.

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

Equality of access to employment policy:

Aviso welcomes and encourages applications from all qualified individuals, including candidates with disabilities. If you require accommodations, we will work with you to meet 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.

A glimpse into the company:

With a total managed and administered assets of approximately 145 billion dollars and over 1,000 employees, Aviso is a major provider of heritage management services and investment solutions for Canada's financial sector. We are building a comprehensive ecosystem of heritage 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 Canadian credit unions and cooperative organizations, as well as a wide range of portfolio managers, insurance companies, trust companies, and remittance agents. Our investment manager is Placements NEI, specializing in responsible investing. Our online brokerage service, Qtrade Investissement directMD, empowers autonomous investors, while our fully automated investment portfolio, Portefeuilles accompagnés QtradeMD, serves investors who prefer a passive approach. Partners of Aviso offers custody services and account management 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.

Career at Aviso means being part of a group of talented and energetic professionals who live their values daily, and belonging to an organization committed to your success and career development. If you're looking for an interesting and stimulating job within a personnel-centered company, apply to join our team!

Salary:

The expected salary range for this position is $46,000 to $55,000 CAD per year. Individual compensation conditions are based on various factors unique to each candidate and the requirements of the position.