New Accounts Administrator, Temporary

Base Pay Range CA$46,000.00/yr - CA$55,000.00/yr

About Aviso Wealth At Aviso, we are dedicated to improving the financial well‑being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Our dynamic ‘oneaviso’ culture sets us apart and we work with talented professionals who exemplify our values every day.

The Opportunity We’re looking for a New Accounts Administrator to join our Operations team for 6 months, reporting to the Supervisor, New Accounts. The role focuses on the day‑to‑day processing of new accounts and fee‑based accounts in a timely and accurate manner within the IIROC dealer space.

Who You Are

Service

– Put clients’ needs first, advocate service excellence, and develop client‑centric solutions.

Execution

– Commit to achieving goals, get things done, seek continuous improvement, and learn from mistakes.

Collaboration

– Build trust, inclusion, and effective relationships inside and outside the organization.

What Your Day Looks Like

Processing new account set‑up in conjunction with service level agreements and top‑tier credit unions.

Provide administrative support and maintenance for fee‑based business lines, including monthly fee generation and posting.

Ensure proper protocol when processing requests, with clear notes and updated information.

Use systems (Laserfiche, OSM, Dataphile) in compliance with policy and regulation.

Set up accounts correctly per NAAs and code transactions with tax reporting rules.

Keep internal manuals current and updated with policy, regulation, and system changes.

Communicate with peers and supervisors about issues or changes.

Schedule consistent cross‑training to understand all processing functions.

Foster continuous improvement initiatives.

Meet or exceed partner and client expectations.

Requirements

Completion of a post‑secondary program in finance or business (preferred).

At least one year of administrative experience, preferably in the mutual‑fund or financial industry.

Knowledge of Dataphile is an asset.

Background in the credit‑union system is an advantage.

Successful completion of the Canadian Securities Course (CSC) and/or Investment Funds Institute of Canada (IFIC) course is an asset.

Fluent English; bilingual French is an asset.

Benefits

Competitive compensation package.

Excellent health, dental, and insurance benefits.

Generous vacation time, fitness benefit, and parental‑leave top‑up options.

Matching contributions to retirement program.

Learning & development and education assistance program.

Regular social events to foster teamwork.

Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals, including persons with disabilities. If you require accommodation, we will work with you to meet your needs.

Application Process By submitting your application, you consent to the collection, use, and disclosure of your personal information for the purposes of assessing your qualifications and suitability for employment. Your data will be handled in accordance with applicable Canadian privacy laws, including PIPEDA and relevant provincial legislation.

Seniority Level Associate

Employment Type Full‑time

Job Function Administrative

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