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 Opportunity We're looking for a Senior Transfers Administrator to join our Operations team until March 19, 2027.Reporting to the Supervisor, Transfers, the Senior Transfers Administrator is responsible for the daily processing, review and approval of financial industry transfers and dealing with escalated items. The Senior Transfers Administrator interacts daily with other departments and at times with external financial institutions.Who you areService– 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 partnerExecution– 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 mistakesCollaboration– 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 organizationWhat your day looks likeAccurately and efficiently process transfers in accordance with company policies and procedures, and review and approve staff journalsReview and process month-end reconciliations within deadlineEnsure proper protocol when delaying requests, and be concise when updating tracking systems with relevant information from internal and external sourcesUse 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 activityEnsure internal manuals are current by updating any changes in company policy, industry regulation and system/procedure changesAct as a department resource, providing coaching and mentoring to staff and coverage for the team and SupervisorAct as a project lead on department projects and represent the team on larger projectsUnderstand the impact to internal and external partners and clients, researching and promptly resolving escalated issuesProvide quality customer service, consistently meeting or exceeding partner and client expectations in day-to-day dealingsExercise 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 initiativesYour experience and skillsPost secondary education in business or financial administration preferredMinimum 3 years experience processing transfers in a back-office department of a financial securities firmSuccessful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an assetDataphile, ATON, CDS, Arrow and/or Fundserv knowledge and experience is an assetKnowledgeable about registered plan products including RRSPs, RRIFs, Locked-in plans and investments such as mutual funds and equitiesStrong organizational, time management and decision-making skills with the ability to handle multiple tasks in a detailed environmentDemonstrated ability to work calmly, accurately and effectively in a fast-paced environment with the flexibility to meet changing needs and manage deadlinesSuperior customer service skills with the ability to quickly identify and resolve issues to the satisfaction of all partiesExtremely detail oriented and accurate with solid analytical and problem-solving skillsExcellent interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staffAble to work independently, and is a team player who shares knowledge and trains othersHighly self-motivated and results driven with an ability to set priorities and meet deadlines. Delegates effectively to achieve required objectivesIntermediate skills in Outlook, Excel, and WordFluent communication skills in English is required and bilingual skills in French are an assetWhy Aviso Wealth? At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.Competitive compensation package that rewards and recognizes individual contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top-up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkSalary This position is posted with an expected salary range of $55,000 - $65,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.Equal Employment Opportunity Aviso 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.#J-18808-Ljbffr