Hybrid New Accounts Administrator

at Aviso Wealth

• Job title: New Accounts Administrator
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: CA$46,000 - CA$55,000 per year
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Montreal, Canada

About the role

• Administrator managing new accounts within Aviso's hybrid operations team. Ensuring efficient processing and continuous improvement in client account management.

Responsibilities

• Process new accounts in accordance with service level agreements.
• Provide administrative support and manage fee-based activities, including ongoing account maintenance across our various fee programs.
• Follow request-handling protocols by providing clear, concise notes containing relevant, up-to-date information from internal and external sources.
• Ensure documents are complete and accurate, and enter and update client data.
• Use all relevant systems (Laserfiche, OSM, Dataphile) appropriately and in compliance with company policies and industry regulations.
• Ensure accounts are properly prepared in accordance with account opening forms ("FOC") and that transactions are coded in line with tax reporting rules.
• Update internal manuals to reflect changes to company policies, industry regulations, systems, and procedures.
• Notify peers and your supervisor of any issues or changes.
• Regularly organize cross-training to encourage learning across all aspects of processing functions.
• Promote a continuous-improvement environment that encourages ideas, curiosity, and participation in various initiatives.
• Meet or exceed partners' and clients' expectations daily, demonstrating an understanding of how your work impacts these stakeholders.

Requirements

• Postsecondary education and/or equivalent experience.
• Minimum 1–2 years of administrative experience, preferably in mutual funds or financial services.
• Completion of the Canadian Securities Course (CSC) is an asset.
• Strong knowledge of Microsoft Office (Outlook, Excel, Word).
• Knowledge of and experience with Dataphile is an asset.
• Proficiency in both written and spoken English and French is required to communicate fluently and effectively with partners, clients, and colleagues across Canada.
• Ability to work standard Eastern Time business hours.

Benefits

• A competitive compensation program that rewards and recognizes individual contributions.
• Comprehensive health and dental benefits and leading insurance coverage to meet the diverse needs of our employees.
• Generous vacation, health and fitness benefits, and supplemental parental leave options.
• Additional employer contributions to our retirement plan.
• A commitment to continuous staff development through learning and development initiatives and a training support program.
• Regular social events to promote teamwork.