Transfers Administrator, Temporary - Vancouver, Canada - Aviso Wealth

Aviso Wealth
Aviso Wealth
Verified Company
Vancouver, Canada

2 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description
Aviso Wealth:



The Job Opportunity:


We're in need of a Transfers Administrator to be part of our Transfers team for a 1-year contract.


This position allows for mostly remote work, with occasional onsite visits to our office location in Vancouver, BC.


Who we're looking for:

  • Service:
    You prioritize understanding and meeting the needs of both internal and external stakeholders. You strive for service excellence and aim to provide solutions that align with clients' requirements. Building strategic partnerships is essential to establish Aviso Wealth as a trusted advisor and partner.

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Execution
  • You are dedicated to reaching your targets and achieving success. This involves a focus on productivity and seizing opportunities. Continuous improvement is key, and you take responsibility for your actions and embrace learning from errors.

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Collaboration
  • You actively engage with others to drive positive outcomes. Contributing meaningfully to your team to meet organizational objectives is a priority. You promote collaboration, trust-building, and effective relationship building both internally and externally.

A Day in the Life:

  • Process transfer requests within set timelines
  • Manage incoming mail and monitor the transfers mailbox
  • Initiate manual or ATON transfers
  • Track and follow up on initiated transfers
  • Provide operational support for transfers to external institutions
  • Maintain transfer documents and handle inquiries
  • Assist colleagues in the Transfers Department as required
  • Undertake special projects as assigned

Requirements:

Your Background:

  • Minimum 1 year experience in back office administration within a financial securities firm
  • High attention to detail and accuracy
  • Strong problem-solving abilities
  • Excellent organizational and multitasking skills
  • Team player with strong interpersonal skills
  • Experience with Dataphile and/or Univeris is advantageous
  • Proficient in English (written and verbal), French skills are a plus

Perks:

Why Aviso Wealth?

Join a vibrant and inclusive culture at Aviso Wealth that values innovation and achievement.
Here are some of the perks:

  • Competitive compensation package that acknowledges individual efforts
  • Comprehensive health, dental, and insurance benefits
  • Generous vacation time, fitness perks, and parental leave support
  • Employer contributions to the retirement program
  • Emphasis on continuous learning and staff development
  • Regular team-building social activities

Equal Opportunity Employer:

We appreciate all applicants, but only those selected for further steps will be contacted.

No external recruiters or agencies, please.


Company Overview


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