Senior Transfers Administrator

• Service – 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 partner
• Execution – 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 mistakes
• Collaboration – 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 organization

• Accurately and efficiently process transfers in accordance with company policies and procedures, and review and approve staff journals
• Review and process month-end reconciliations within deadline
• Ensure proper protocol when delaying requests, and be concise when updating tracking systems with relevant information from internal and external sources
• Use 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 activity
• Ensure internal manuals are current by updating any changes in company policy, industry regulation and system/procedure changes
• Act as a department resource, providing coaching and mentoring to staff and coverage for the team and Supervisor
• Act as a project lead on department projects and represent the team on larger projects
• Understand the impact to internal and external partners and clients, researching and promptly resolving escalated issues
• Provide quality customer service, consistently meeting or exceeding partner and client expectations in day-to-day dealings
• Exercise 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 initiatives

• Post secondary education in business or financial administration preferred
• Minimum 3 year's experience processing transfers in a back-office department of a financial securities firm
• Successful completion of the Canadian Securities Course (CSC) or IFIC Operations Course is an asset
• Dataphile, ATON, CDS, Arrow and/or Fundserv knowledge and experience is an asset
• Knowledgeable about registered plan products including RRSPs, RRIFs, Locked-in plans and investments such as mutual funds and equities
• Strong organizational, time management and decision-making skills with the ability to handle multiple tasks in a detailed environment
• Demonstrated ability to work calmly, accurately and effectively in a fast-paced environment with the flexibility to meet changing needs and manage deadlines
• Superior customer service skills with the ability to quickly identify and resolve issues to the satisfaction of all parties
• Extremely detail oriented and accurate with solid analytical, and problem-solving skills
• Excellent interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff
• Able to work independently, and is a team player who shares knowledge and trains others
• Highly self-motivated and results driven with an ability to set priorities and meet deadlines. Delegates effectively to achieve required objectives
• Intermediate skills in Outlook, Excel, and Word
• Fluent communication skills in English is required and bilingual skills in French are an asset

• 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

Aviso Wealth