About the role

Senior Transfers Administrator managing the daily processing of financial industry transfers at Aviso Wealth. Interacting with departments and external institutions to enhance client service.

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

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

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