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Aviso Wealth

Canadian wealth management services group

Banking Administrator

Accounts Payable/ReceivableConfirmed live in the last 24 hours
Full-timeToronto, ON, CanadaCA$46k - CA$55k /yrIn-person

About the Job

Requirements

  • Post-secondary education in business or commerce is preferred.
  • At least 1 year of experience in an office environment within the securities industry is required.
  • Intermediate knowledge of the Microsoft suite of applications, including Excel, is required.
  • Experience with Dataphile is preferred.
  • Ability to work independently to achieve required objectives is required.
  • Strong attention to detail and accuracy is required.
  • Ability to work well under pressure and in a fast-paced environment is required.
  • Strong customer service orientation is required.
  • Strong organizational, time management, and administrative skills are required.
  • Fluent communication skills in English are required.
  • Bilingual skills in French are an asset.

Responsibilities

  • Process cash and stock transactions such as electronic funds transfers, bill payments, and foreign exchange transactions.
  • Reconcile cash outages of pending and suspense accounts for clients and banks.
  • Generate client cheques in the system for cheque processing.
  • Process internal transfers between client accounts.
  • Process fees for client accounts.
  • Input wire transfers.
  • Ensure accuracy and meet industry service-level agreements.
  • Follow the policy and procedures manual set out by the Banking Services team and revise it as needed.
  • Perform other duties as assigned or needed.
  • Work on a statutory holiday or weekend if required.

Desired Qualifications

  • Experience with Dataphile.
  • Bilingual skills in French.
  • Post-secondary education in business or commerce.

About the Company

Aviso Wealth

Canadian wealth management services group

Aviso Wealth works as a Canadian wealth-management services group. It provides investment dealers, asset management, online brokerage, custody, clearing, and back-office services to credit unions, advisors, and investors. Its operating model is specific: its businesses include Qtrade and NEI Investments alongside shared technology, operations, compliance, and service capabilities. Roles span wealth operations, investment management, engineering, product, risk, compliance, sales, and corporate functions. The profile is Aviso Wealth and its owned service ecosystem, not every credit-union partner.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
2018

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