Administrative employee handling various tasks within a social service organization. Managing data and assisting in the administration for social services.
About the role
- Senior Transfers Administrator at Aviso Wealth responsible for processing financial transfers and collaborating with various departments. Ensuring client-centric solutions with a focus on service excellence within a hybrid workplace.
Responsibilities
- Accurately and efficiently process transfers in accordance with company policies and procedures, and review and approve staff journals
- Review and process month-end reconciliations within deadline
- Ensure proper protocol when delaying requests, and be concise when updating tracking systems with relevant information from internal and external sources
- Use pertinent systems in compliance with company policy and industry regulations (e.g., laserfiche, OSM, Dataphile, ATON)
- Communicate with peers and Supervisor to ensure they are kept up to date on any issues/changes that arise from daily activity
- Ensure internal manuals are current by updating any changes in company policy, industry regulation and system/procedure changes
- Act as a department resource, providing coaching and mentoring to staff and coverage for the team and Supervisor
- Act as a project lead on department projects and represent the team on larger projects
- Understand the impact to internal and external partners and clients, researching and promptly resolving escalated issues
- Provide quality customer service, consistently meeting or exceeding partner and client expectations in day-to-day dealings
- Exercise sound judgment when balancing the needs of our partners against the needs of the business when handling issues, changing procedures, etc.
- Foster an environment of continuous improvement that leads to idea generation, curiosity, and participation in various initiatives
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
- Intermediate skills in Outlook, Excel, and Word
- Fluent communication skills in English is required and French is an asset
Benefits
- 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
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