Account Maintenance Administrator

Aviso Wealth - Vancouver, BC (30+ days ago)

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Aviso Wealth:
A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day. Our amazing people and dynamic culture set Aviso Wealth apart. If you’re looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer.

The Opportunity:
We’re looking for a Account Maintenance Administrator to join our Operations team.

Reporting to the Supervisor, Account Maintenance the Account Maintenance Administrator is responsible for distribution of mail and faxes to all departments within Aviso. This position requires daily interaction with internal departmental staff and external parties, providing both processing and administrative support.

Who you are:
You take initiative, seeking out and owning opportunities to improve yourself, your team, and our business
You’re comfortable in a fast-paced environment, maintaining a keen attention to detail even when under pressure
You thrive in a collaborative environment, sharing your knowledge with your colleagues, and celebrating success as a team
You’re a life-long learner, staying current on market events, industry news, and innovative trends and technologies
You believe in sustainable financial strength, and you’re committed to long-term wealth solutions
You consider the impact of your actions on your team members, our partners, our clients, and the places where we live and work

What your day looks like:
Business Operations – 70%

Receive, prepare, verify and scan all incoming documents, faxes and e-mails
Accurately distribute documents to the correct department
Assist with filing and location of original documentation
Ensures proper protocol is followed when processing and/or delaying requests
Set up Systematic Plans with various Mutual Fund Companies.
Be willing to learn numerous functions within the team
Assist with various departments by accurately distributing documents within set service levels
Send mail/couriers using Canada Post, FedEx and Purolator within daily pickup deadline
Receive and prepare all incoming mail, documents, and paperwork
Process and distribute incoming cheques
Uses all pertinent systems (Laserfiche, OSM, Univeris, and Dataphile) properly in compliance with company policy and industry regulation.
Ensure notes on systems are clear and concise with relevant updated information from internal and external sources

Operational Support- 30%

Ensures internal manuals are current and updated with changes in company policy, industry regulation and system/ procedure changes.
Communicates with peers and supervisor of issues/ changes that arise from daily activity to ensure all parties are kept up to date on such issues/ changes
Back up coverage for staff on vacation within the department
Tracks all documentation to report on a daily basis to the Supervisor


Your experience and skills:
High School Diploma
Minimum 1 year work experience within an office environment
Excellent verbal and written communication
Ability to work independently and as part of a team to achieve required objectives
Self-motivated and results driven
Strong attention to detail and accuracy
Strong organizational, time management and administrative skills
Strong customer service orientation
Proven ability to work well under pressure and in a fast-paced environment
Flexible to meet changing needs and manage deadlines
Customer focused, ability to build and maintain relationships


At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork. Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:
Aviso Wealth is a national, integrated financial services company, with approximately $65 billion in assets under administration and management. Aviso is owned by Credit Union Centrals, CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada. More information about Aviso Wealth is available at