New Accounts Administrator, Temporary

July 4

🔄 Hybrid – Toronto

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Aviso Wealth

Better wealth management for Canadians. Our brands include @NEIInvestments & @QtradeInvest. Disclosures:

501 - 1000


• Reporting to the Supervisor, New Accounts, the New Accounts Administrator is responsible for the day to day processing of new accounts and fee-based accounts • Interacts daily with other individuals in Operations as well as the Service Centre • Continuous improvement is front of mind and the incumbent will be expected to contribute to and/or support ideas for improved efficiencies


• Completion of post-secondary program in Finance or Business is preferred • Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry • Univeris / Dataphile knowledge and experience is an asset • Background in the Credit Union system is an advantage • Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset • Fluent communication skills in English are required and bilingual skills in French are an asset


• 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

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