Bilingual Transfers Administrator job opportunity at Aviso Wealth Management.

Home Jobs In Canada Tag: Job Bilingual Transfers Administrator position at Aviso Wealth Management


Date2026-02-06T23:01:57.249Z bot
Aviso Wealth Management Bilingual Transfers Administrator
Experience: 2-years
Pattern: Full-time
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loacation Montreal, Canada
loacation Montreal....Canada

Aviso Wealth: At Aviso, 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 has to offer at www.aviso.ca . The Opportunity: We are looking for a Bilingual Transfers Administrator to join our Transfers team. Reporting to the Supervisor, Transfers, the Bilingual Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, 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 What your day looks like: Process transfer in requests according to service level agreements Monitor the transfers mailbox and collect incoming mail Initiate new manual or ATON transfers in and transfers out, including internal transfers Track status and follow-up on initiated transfers Provide operational support for transfers to external institutions File completed transfer documents and shred all printed documents Review and respond to transfers in inquiries Assist / cover others in the Transfers Department as needed Handle special projects or other assignments as requested Your experience and skills: Post-secondary education and/or equivalent experience Minimum 1-2 years of experience in back-office administration in a financial securities firm Extremely detail oriented and accurate Strong problem-solving skills Excellent organizational and multi-tasking skills to meet required deadlines daily Strong team player in the department and across departments Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations Strong knowledge of Microsoft Office (Outlook, Excel, Word) Knowledge and experience of Dataphile, Fundserv, CDS and DTCC is an asset Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada Ability to work EST standard hours

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