Transfers Administrator at Aviso Wealth responsible for daily processing and operational support in the Transfers Department. Collaborating with team members to ensure effective service delivery and client satisfaction.
Responsibilities
Process transfer in requests according to service level agreements
Monitor the transfers mailbox and collect incoming mail
Initiate new manual or ATON transfers in and transfers out
Track status and follow-up on initiated transfers
Provide operational support for transfers to external institutions
File completed transfer documents and shred all printed documents
Review and respond to transfers in inquiries
Assist / cover others in the Transfers Department as needed
Handle special projects or other assignments as requested
Requirements
Minimum 1 year experience in back office administration in a financial securities firm
Extremely detail oriented and accurate
Strong problem solving skills
Excellent organizational and multi-tasking skills to meet required deadlines daily
Strong team player in the department and across departments
Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
Experience with Dataphile and/or Univeris is an asset
Fluent verbal and written communication skills in English are required and bilingual skills in French are 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
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