Manage account documentation and client data for Aviso Wealth, applying financial services administration skills within a six-month Operations assignment.
This New Account Administrator position supports processing functions across fee-based programs and ongoing account management. You will ensure applications and documents meet requirements, follow company policies, and reflect current industry regulations. The position suits candidates with administrative experience, Microsoft Office knowledge, and interest in wealth management operations.
Key Responsibilities:
- Ensure documents are complete and in good order
- Input and update client information accurately
- Use Laserfiche, OSM, and Dataphile according to policies
- Prepare accounts according to NAAFs and tax reporting rules
- Update manuals following policy, regulatory, or system changes
Requirements:
- Post-secondary education or equivalent administrative experience
- One to two years in administration, preferably financial services
- Strong knowledge of Outlook, Excel, and Word
- Canadian Securities Course completion is an asset
- French bilingual skills and Dataphile experience are assets
Apply your documentation, compliance, and client-data skills as a Financial Services Account Administrator at Aviso Wealth.
Financial Services Account Administrator in Toronto employer: Aviso Wealth Inc.
Aviso Wealth is an exceptional employer that fosters a collaborative and innovative work culture, where employees are empowered to shape investment strategies and drive impactful changes in the managed account platform. Located in a vibrant city, we offer competitive benefits, continuous professional development opportunities, and a commitment to employee growth, making it a rewarding place for those passionate about finance and investment management.
