Job Category: OperationsJob Description:We are currently seeking a Wealth Operations Administrator to join our team.The Wealth Operations Administrator provides administrative and operational support to the Mutual Fund sales teams, branch management and wealth leaders. The administrator handles registrations for licensed roles including on-boarding and off-boarding and timely reporting of all material changes. The administrator will assist with sales and commission reporting, tracking and projects as required. Through effective communication the administrator will serve as a liaison between Aviso Wealth and Tru Cooperative Bank to support the advisory teams.Here's what would be included as a part of your typical day * Registrations: Responsible for handling licensing and registration additions, changes, and terminations within established timelines through ongoing monitoring of HR notices and regular communications with internal stakeholders. Support on-boarding and off-boarding of licensed employees, including ensuring system access and training resources are arranged. With rep moves and departures, ensure that impacted clients are reassigned and advised as required.
Reporting: Generation and verification of reports and data from Aviso reporting to provide to Finance. To include invoice processing, monthly commissions audits, Conquest reporting, and ad hoc reporting. Follow up and resolution of discrepancies.
Operational Support: Accountable for proactive monitoring of Aviso account activity and follow up with advisors to prevent member impact. Responsible for maintaining knowledge to provide operational support to MFDA reps on Credit Union specific procedures and complex issues as they arise. Responsible for daily & monthly sweep account balancing, trade corrections, error resolution and tracking of issues, and arranging marketing approvals for business cards, outlook signatures, website and other marketing materials.
Relationship management: Proactively builds solid working partnerships with key internal stakeholders including branch managers, finance, central operations, and wealth team members as well as external partners such as Aviso and third-party suppliers.
Communications: Responsible for monitoring the wealth management inbox and HR notices for action items and effective communication with branch managers and internal partners to ensure reporting deadlines are met.
Required Skills, Experience & Qualifications
High School Diploma required
Canadian Investment Funds (IFIC), Branch Managers examination (BMC) course or equivalent required
College, Trade or Tech School Diploma (2 years) in related discipline
2 years related administrative and operations experience, preferably in a financial institution required
2 years of experience as a mutual funds representative or branch compliance manager preferred
1+ year experience with data analysis or reporting preferred
Demonstrated strong interpersonal and written communication skills.
Good organizational skills with strong attention to detail and ability to prioritize tasks to meet deadlines.
Demonstrated ability to manage and handle sensitive material
Proficient in MSOffice applications Excel, Word, Outlook, banking system, CRM and web-based applications
Knowledge of Dataphile, Univeris and Power BI
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
About Us:What's in it for you:First, we strive to make our team members feel genuinely rewarded. You'll have:
Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle
We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual's skills and experience, and may correlate with performance in the role.We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we're powered by giving back-in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.By joining our team, you'll be able to elevate your potential. Wherever your own purpose leads, we're here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.Take the next step in your career as part of our team. Apply for this opportunity!Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.Diversity, Equity, Inclusion & BelongingAt Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it's preparing materials in an alternate format, booking an accessible meeting room or other arrangement.Your individuality is welcome here.About UsWe're a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank.Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.
