Transfers Administrator, Temporary - Toronto, Canada - Aviso Wealth

Aviso Wealth

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Aviso Wealth:

The Opportunity:

We're looking for a Transfers Administrator to join our Transfers team on a 12 month contract.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.

Who you are:

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Service

You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients' needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner

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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

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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 followup 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 6 month's experience processing transfers in a backoffice department in a financial securities firm
Extremely detail oriented and accurate
Strong problem solving skills
Excellent organizational and multitasking skills to meet required deadlines daily
Strong team player in the department and across departments
Strong customer service skills
Experience with Dataphile, ATON, CDS and/or Arrow is an asset
Fluent verbal and written communication skills in English are required and bilingual skills in French are an asset

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 topup 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

Equal Employment Opportunity
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

**Salary