Transfers Administrator - 6 months
Aviso Wealth
Vancouver, British Columbia, CA
2h ago

Aviso Wealth :

A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day.

Our amazing people and dynamic culture set Aviso Wealth apart. If you’re looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer.

The Opportunity :

We’re looking for a Transfers Administrator - 6 months to join our Transfers team.

Reporting to the Manager, Transfer Operations, within the Transfer Group in Operations, the Transfers Administrator position 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 :

  • You take initiative, seeking out and owning opportunities to improve yourself, your team, and our business
  • You’re comfortable in a fast-paced environment, maintaining a keen attention to detail even when under pressure
  • You thrive in a collaborative environment, sharing your knowledge with your colleagues, and celebrating success as a team
  • You’re a life-long learner, staying current on market events, industry news, and innovative trends and technologies
  • You believe in sustainable financial strength, and you’re committed to long-term wealth solutions
  • You consider the impact of your actions on your team members, our partners, our clients, and the places where we live and work
  • What your day looks like :

  • Process transfer in requests according to service level agreements
  • Monitor transfers mailbox
  • 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 on Q drive 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
  • Requirements

    Your experience and skills :

  • Minimum 1 year experience in back office administration in a financial securities firm
  • Experience with Dataphile and / or Univeris is an asset
  • Extremely detail oriented and accurate
  • Strong initiative to learn everything they can about the role and other roles as time progresses
  • Strong problem solving skills
  • Excellent organizational and multi tasking skills to meet required deadlines daily
  • Strong team player in the department and across departments
  • Strong verbal and written skills
  • Benefits

    At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork.

    Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

    We thank all applicants for their interest, however only those selected for further consideration will be contacted.

    No recruiters or agencies, please.

    Company Overview :

    Aviso Wealth is a national, integrated financial services company, with approximately $65 billion in assets under administration and management .

    Aviso is owned by Credit Union Centrals, CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at hundreds of credit unions across Canada.

    Our award-winning online brokerage, Qtrade Investor, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth.

    Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors.

    Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms.

    Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada. More information about Aviso Wealth is available at

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