About the job
Aviso Wealth:
At Aviso Wealth, we are passionate about enhancing the financial health of Canadians. As a premier wealth management firm, we pride ourselves on our commitment to leadership, innovation, collaboration, accountability, and community involvement. Working alongside talented and enthusiastic professionals who embody our core values, you'll quickly discover that our people and vibrant 'oneaviso' culture make us truly unique. If you seek stimulating and rewarding work within a company that values its employees, explore the opportunities available at www.aviso.ca.
The Opportunity:
We are excited to announce an opening for a Bilingual Banking Administrator to join our Operations team for a 12-month contract.
Reporting to the Supervisor of Settlement Services, the Bilingual Banking Administrator will be responsible for the daily processing of cash transactions in Dataphile for Aviso Clients and Credit Unions. The position may require working on statutory holidays or weekends.
Who You Are:
- Client-Focused: You prioritize your clients’ needs and advocate for service excellence, striving to deliver client-centric solutions while fostering strategic partnerships that establish Aviso Wealth as a trusted advisor.
- Results-Oriented: You are dedicated to achieving your goals, focusing on execution, and actively seeking opportunities for personal and professional growth. You take accountability for your actions and learn from your experiences.
- Collaborative: You thrive in a team-oriented environment, contributing meaningfully to your team's success and nurturing effective relationships both within and outside the organization.
Your Daily Responsibilities Include:
- Processing cash transactions including EFTs, bill payments, and foreign exchange transactions
- Reconciling cash discrepancies in pending and suspense accounts for clients and banks
- Generating client cheques for processing
- Managing fee processing for client accounts
- Inputting wire transfers accurately
- Ensuring compliance with industry service level agreements (SLAs)
- Maintaining meticulous records and documentation
