Aviso Wealth is seeking a New Account Administrator to join the Operations team in Vancouver for a 6-month term. The role handles day-to-day processing of new and fee-based accounts in the CISO Dealer Member space, interacting with the Operations and advisor service teams to ensure accuracy and timeliness.
Responsibilities include processing accounts, supporting fee-based programs, maintaining compliant notes, data input, and system usage (Laserfiche, OSM, Dataphile).
New Accounts Onboarding Specialist in Vancouver 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.
