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 Vancouver employer: Aviso
At Aviso, we pride ourselves on being an exceptional employer that fosters innovation and collaboration in the rapidly evolving field of cloud technologies. Our inclusive work culture encourages continuous learning and professional growth, providing employees with access to cutting-edge tools and resources to excel in their roles. Located in a vibrant tech hub, we offer unique opportunities to engage with industry leaders and contribute to transformative projects that enhance user experiences and operational efficiencies.
