Bilingual New Accounts Administrator, Temporary

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso 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

• Process new accounts in accordance with service level agreements
• Provide administrative support and ensure coverage of our fee-based lines of business, including ongoing account management in our various fee-based programs
• Ensure compliance with protocol when processing applications, by providing clear and concise notes with relevant and up-to-date information from internal and external sources
• Ensure documents are in good order and input/update client data
• Properly use all relevant systems (Laserfiche, OSM, Dataphile) in accordance with company policies and industry regulations
• Ensure that accounts are properly prepared in accordance with the NAAFs and that transactions are coded correctly according to tax reporting rules
• Ensure that internal manuals are updated and updated based on changes in company policies, industry regulations, and systems or procedures
• Communicate with peers and the supervisor about any issues or changes that arise to ensure that all parties are informed
• Conducts regular cross training to fulfill the learning of all aspects of the processing functions
• Foster an environment of continuous improvement that sparks idea generation, curiosity and participation in various initiatives
• Meet or exceed partner and customer expectations in day-to-day relationships, demonstrating an understanding of the impact your work has on partners and customers

• Post-secondary education and/or equivalent experience
• Minimum of 1-2 years of experience in an administrative capacity, preferably in the mutual fund or financial services industry
• Successful completion of the Canadian Securities Course (CSC) is an asset
• Strong knowledge of Microsoft Office (Outlook, Excel, Word)
• Knowledge and experience of Dataphile is an asset
• Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
• Ability to work EST standard hours

• 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 & development and an education assistance program
• Regular social events to foster teamwork

Aviso Wealth