Transfers Administrator, Vancouver

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well‑being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity We’re looking to fill an opening for a Transfers Administrator to join our Transfers team. Reporting to the Supervisor, Transfers, the Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment.

Who you are

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

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

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

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

Salary This position is posted with an expected salary range of $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

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