Transfers Administrator, Temporary
Aviso Wealth is a leading wealth management organization dedicated to improving the financial well-being of Canadians. They are seeking a Transfers Administrator to join their Transfers team for 6 months, responsible for daily processing of transfers, reviews, approvals, and handling escalated items.
Responsibilities
- 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
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
- Fluent verbal and written communication skills in English are required
- Experience with Dataphile and/or Univeris is an asset
- Bilingual skills in French are an asset
Benefits
- 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
- Regular social events to foster teamwork
Company Overview