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Bilingual Trade Services Administrator - Temporary Position

Aviso WealthToronto, Ontario, Canada
On-site Temporary

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Experience Level

Entry Level

Qualifications

Qualifications:Fluency in both English and French is essential. Experience in trade processing and settlement, particularly with mutual funds and GICs, is an asset. Strong analytical and problem-solving skills. Excellent attention to detail and ability to work under pressure to meet deadlines. Proficient in Microsoft Office Suite and relevant financial software.

About the job

Aviso Wealth:

At Aviso Wealth, we are passionate about enhancing the financial prosperity of Canadians. As a top-tier wealth management firm, our commitment to leadership, innovation, collaboration, accountability, and community engagement sets us apart. You'll find that our talented professionals embody these values daily, fostering a dynamic 'oneaviso' culture. If you're in search of engaging and fulfilling work at a company that prioritizes its people, explore what Aviso has to offer by visiting www.aviso.ca.

Exciting Opportunity:

We are currently seeking a Bilingual Trade Services Administrator to join our Trade Services team for a 12-month term.

In this role, you will report to the Supervisor of Trade Services and will be responsible for managing mutual fund trade processing and settlement, overseeing GIC transactions, executing trade corrections, and ensuring compliance with regulatory and internal standards. This role requires sound judgment to resolve issues as they arise.

Who You Are:

  • Client-Focused: You prioritize client needs and champion service excellence, striving to deliver client-centric solutions and nurturing strategic partnerships that position Aviso Wealth as a trusted advisor.
  • Results-Driven: You are dedicated to achieving goals and embrace opportunities for improvement. You take ownership of your work, learn from setbacks, and are always looking for ways to enhance your performance.
  • Team Player: You thrive in collaborative environments, contributing to team success and encouraging a culture of trust and inclusion to foster effective relationships within and outside the organization.

Your Daily Responsibilities:

  • Ensure daily settlement totals align with the central depository.
  • Manage daily settlement reports and facilitate fund movement for transaction settlements.
  • Monitor trade rejections and transactions, identifying and rectifying issues within the system or notifying the appropriate contacts.

About Aviso Wealth

Aviso Wealth is dedicated to enriching the financial future of Canadians through innovative wealth management solutions. Our vibrant culture, built on collaboration and excellence, empowers our employees to thrive and make a difference in the communities we serve.

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