Advance your career as a New Accounts Administrator with Aviso Wealth, focusing on precise account processing within the financial industry. Join a team dedicated to client service and continuous improvement.
You will be part of the Operations team for six months, reporting directly to the Supervisor, New Accounts. This role emphasizes processing new accounts while ensuring adherence to service agreements. Collaboration and proactive communication with teammates and supervisors are essential as you support both operational efficiency and client satisfaction.
Key Responsibilities:
• Manage the setup of new accounts per established protocols
• Provide administrative support for fee-based services
• Document all requests thoroughly for clarity
• Adhere to compliance using necessary systems
• Update manuals in line with changing policies
Requirements:
• Post-secondary education in Finance or Business preferred
• At least one year of administration experience i...