Aviso Wealth is seeking a Senior Transfers Administrator to join its Operations team on a temporary basis until March 19, 2027. The successful candidate will be responsible for processing, reviewing, and approving financial industry transfers, and interacting with other departments and external financial institutions.
Requirements
- Post secondary education in business or financial administration preferred
- Minimum 3 year's experience processing transfers in a back-office department of a financial securities firm
- Successful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an asset
- Dataphile, ATON, CDS, Arrow and/or Fundserv 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, and problem-solving skills
- Excellent interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
- Able to work independently, and is a team player who shares knowledge and trains others
- Highly self-motivated and results driven with an ability to set priorities and meet deadlines. Delegates effectively to achieve required objectives
Benefits
- Competitive compensation package
- Excellent health, dental and insurance benefits
- 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 & development and an education assistance program
