New Account Administrator at Aviso Wealth responsible for processing new accounts ensuring compliance. Provide administrative support for fee-based lines of business within a hybrid work environment.
Responsibilities
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
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