About the job
Aviso Wealth:
At Aviso Wealth, we strive to enhance the financial well-being of Canadians. As a premier wealth management organization, we emphasize leadership, innovation, collaboration, accountability, and community engagement. You will find that our dynamic 'oneaviso' culture and the passion of our talented professionals set us apart. If you're seeking a workplace committed to its employees and offering engaging and meaningful work, discover more about us at www.aviso.ca.
The Opportunity:
We are excited to announce an opening for a New Accounts Administrator to join our Operations team for a 6-month term.
In this role, reporting to the Supervisor of Account Opening and Specialized Accounts, you will be responsible for the meticulous and timely processing of new and fee-based accounts within the CISO (formerly IIROC) Dealer Member space.
As a New Account Administrator, you will collaborate closely with the Operations team and our dedicated advisor service team. Your contributions towards continuous improvement initiatives will be highly valued.
Who You Are:
- Service: You prioritize client needs and advocate for service excellence by delivering client-focused solutions and fostering strategic partnerships, establishing Aviso as a trusted advisor.
- Execution: You are dedicated to achieving your goals and are proactive in identifying and seizing opportunities. You strive for continuous improvement and take accountability for your actions.
- Collaboration: You excel in working collaboratively with others, contributing meaningfully to team objectives, and fostering trust and inclusion in your relationships both within the organization and externally.
Your Daily Responsibilities:
- Process new accounts in compliance with established service level agreements.
- Provide administrative support and ensure that operational efficiencies are met.

