Hybrid Bilingual Transfers Administrator

Posted 2 months ago

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About the role

  • Bilingual Transfers Administrator responsible for processing transfer requests and providing operational support at Aviso Wealth. Collaborating with the Transfers team to ensure client-centric solutions.

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, including internal transfers
  • 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

  • Post-secondary education and/or equivalent experience
  • Minimum 1-2 years of 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
  • Strong knowledge of Microsoft Office (Outlook, Excel, Word)
  • Knowledge and experience of Dataphile, Fundserv, CDS and DTCC 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

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

Job title

Bilingual Transfers Administrator

Job type

Experience level

JuniorMid level

Salary

CA$46,000 - CA$55,000 per year

Degree requirement

Associate's Degree

Location requirements

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