About the job
Aviso Wealth:
At Aviso Wealth, our mission is to enhance the financial well-being of Canadians. As a top-tier wealth management organization, we embrace values of leadership, innovation, partnership, responsibility, and community engagement. You will be part of a vibrant team of skilled professionals who embody our 'oneaviso' culture, making it a unique place to work. If you are seeking a rewarding and stimulating career in a people-centric environment, explore the opportunities that await you at www.aviso.ca.
The Role:
We are excited to announce an opening for a Managed Account Program (MAP) Support Specialist within our Operations team.
In this role, you will report to the Supervisor of New Accounts and be responsible for providing exceptional service and operational support for Aviso’s Separately Managed Account (SMA) programs and various investment management solutions. Your ability to deliver outstanding service consistently to clients, colleagues, and related parties is essential. You will manage all administrative duties related to managed accounts with minimal supervision while ensuring accuracy and timeliness.
Moreover, your leadership skills will be crucial as you process and handle all client account inquiries in alignment with operational procedures, company policies, and industry regulations.
Who You Are:
- Client-Focused – You prioritize clients’ needs and advocate for service excellence, proactively developing strategic partnerships that position Aviso Wealth as a trusted advisor.
- Results-Driven – You are committed to achieving goals and delivering results, constantly seeking opportunities for improvement and taking accountability for your actions.
- Collaborative – You thrive in a team-oriented environment, driving positive outcomes through effective collaboration and building strong relationships within and outside the organization.