Hybrid Bilingual Transfers Supervisor

at Aviso Wealth

• Job title: Bilingual Transfers Supervisor
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: CA$83,000 - CA$100,000 per year
• Degree requirement: Professional Certificate
• Tech skills: Flux, Vue.js
• Location requirements: Hybrid, Toronto, Canada

About the role

• Superviseur des transferts bilingue chez Aviso, responsable de la supervision d'équipe et du respect des délais. Engagement envers l'excellence du service client et liaison avec les partenaires.

Responsibilities

• Set standards for departmental procedures and monitor them to ensure quality, accuracy and efficiency of work while meeting service level agreements (SLAs).
• Create a positive, leadership-driven environment by earning the respect of staff, peers and stakeholders.
• Ensure staff receive appropriate and timely training and development.
• Coach staff to improve performance while increasing/maintaining employee engagement and career progression, and support onboarding and integration of new employees.
• Ensure all processes and procedures are kept up to date in all manuals — internal and external — including the department’s service level agreements.
• Manage internal and external communications using appropriate distribution channels, liaising with external vendors and trustees as required.
• Analyze current business practices and identify areas where the department can improve processes; make recommendations and implement procedures to streamline workflow.
• Manage work related to departmental projects and participate in the implementation of department and divisional initiatives as needed, delegating when appropriate.
• Support staff with complex issues or escalations, respond to client (internal and external) inquiries and ensure customer service levels are maintained within the department, informing management as necessary.
• Forecast appropriate staffing levels as well as training and development needs, including cross-training staff so employees remain current and can perform the tasks required for each role on the team.
• Review and approve daily journal entries and monthly account reconciliations (IIROC and MFDA).
• Report monthly, in a timely manner, on the standards established by service level agreements, including exceptions, and create business plans to manage resources during high-volume periods.
• Stay current with industry initiatives and standards (MFDA and IIROC) and maintain up-to-date knowledge of registered plan products, CDS’s NELTC service, IIROC and MFDA rules, legislation and protocols.
• Liaise with management regarding process and procedure reporting for external and internal auditors, as required.

Requirements

• Postsecondary education and ongoing training related to the investment industry, specifically operations functions.
• Strong knowledge of relevant regulatory requirements; successful completion of CFIC or CCVM is an asset.
• Three to five years of progressively responsible experience in the investment industry, including one to two years in a supervisory role.
• Excellent delegation, organization, time-management and administrative skills.
• Strong attention to detail and accuracy.
• Ability to work under pressure, prioritize and meet deadlines.
• Solid analytical and problem-solving skills, and the ability to manage multiple tasks while maintaining attention to detail.
• Excellent customer service skills and the ability to quickly identify and resolve issues in a manner satisfactory to all parties.
• Highly motivated, with a strong focus on achieving objectives.
• Intermediate computer skills in MS Word, Excel, Outlook and Access. Advanced Excel skills are an asset.
• Excellent communication skills in both French and English required.

Benefits

• A competitive compensation program that rewards and recognizes individual contributions.
• Comprehensive health, dental and life insurance to meet diverse employee needs.
• Generous vacation, health and fitness benefits, and supplementary parental leave options.
• Additional employer contributions to our retirement program.
• A commitment to continuous staff development through learning and development initiatives and a training support program.
• Regularly organized social events to promote teamwork.