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. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Transfers Administrator to join our Transfers team for 9 months.
Reporting to the Supervisor, Transfers, the Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment.

Who you are:

• Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• 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
• 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