Experienced IT System Administrator for Windows Server and networks in a small team environment supporting diverse customer IT infrastructures.
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.
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