Job Description

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Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic \'oneaviso\' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .

The Opportunity:

We\'re looking for an Account Maintenance Administrator to join our Operations team.

Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered low flexibility, requiring you to work onsite 4-5 days per week at our office at 1111 West Georgia, Vancouver.

Reporting to the Supervisor, Account Maintenance the Account Maintenance Administrator is responsible for distribution of mail and faxes to all departments within Aviso. This position requires daily interaction with internal departmental staff and external parties, providing both processing and administrative support.

Who you are:

• Service - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients\' needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution - You are committed to achieving your goals and to succeed. This includes focusing on \xe2\x80\x9cgetting things done\xe2\x80\x9d, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
• Leadership - You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Receive and prepare all incoming mail, documents, and paperwork during the day from Canada Post or various couriers
• Prepare and scan all incoming documents, cheques, faxes on Laserfiche also templated and sort physical cheques.
• Sort and template Metadata of documents on Laserfiche and to Hyper Science automation tasks to accurately distribute documents to the correct department.
• Assist with filing and location of original documentation
• Ensures proper protocol is followed when processing and/or delaying requests
• Be willing to learn numerous functions within the team
• Assist with printing and respond with various email requests within set service levels
• Sort, prepare CIS policies and statements to be courier by ICS
• Send mail/couriers using Canada Post, FedEx, and ICS within daily pickup deadline
• Sort, scan on Laserfiche, and process Outgoing cheques to be mail/courier to Client, Advisor or Companies.
• Uses all pertinent systems (Laserfiche and Dataphile) properly in compliance with company policy and industry regulation
• Ensure notes on systems are clear and concise with relevant updated information from internal and external sources
• Ensures internal manuals are current and updated with changes in company policy, industry regulation and system/ procedure changes
• Communicates with peers and supervisor of issues/ changes that arise from daily activity to ensure all parties are kept up to date on such issues/ changes
• Back up coverage for staff on vacation within the department
• Tracks all documentation to report on a daily basis to the Supervisor

Requirements:

Your experience and skills:

• High School Diploma
• Minimum 1 year work experience within an office environment
• Ability to work independently and as part of a team to achieve required objectives
• Self-motivated and results driven
• Strong attention to detail and accuracy
• Strong organizational, time management and administrative skills
• Strong customer service focus, ability to build and maintain relationships
• Proven ability to work well under pressure and in a fast-paced environment
• Flexible to meet changing needs and manage deadlines
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits:

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth powers businesses that empower investors. We are a national, integrated financial services company, with approximately $110 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, Co-operators / CUMIS and Desjardins. Our mutual funds dealer, securities brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, Qtrade Direct Investing, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, offers a comprehensive lineup of responsible investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .

Aviso Wealth