Transfers Administrator for Aviso Wealth responsible for daily processing of transfers and escalated items. Collaborating with team members to deliver client-centric solutions.
Responsibilities
**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
Requirements
**Your experience and skills:**
Minimum 1 year experience in back office administration in a financial securities firm
Extremely detail oriented and accurate
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 desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
Experience with Dataphile is an asset
Fluent verbal and written communication skills in English and French are required
Benefits
**Why Aviso Wealth?**
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. ** Here are a few things that set us apart:
Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
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