Transfers Administrator - Temporary

Overview

Aviso is a leading wealth management organization focused on leadership, innovation, partnership, responsibility, and community. We value a dynamic, collaborative culture and are committed to helping our team grow.

The Opportunity

We're looking for a Transfers Administrator to join our Transfers team for 9 months. Reporting to the Supervisor, Transfers, the Transfers Administrator is responsible for daily processing of transfers, reviews and approvals, and handling escalated items. The successful candidate is collaborative, eager to learn, and thrives in a dynamic environment.

Who you are

• Service - Put clients' needs first, advocate service excellence, deliver client-centric solutions, and proactively develop strategic partnerships that enable Aviso to become a trusted advisor and partner
• Execution - Committed to achieving goals and getting things done; seek opportunities to improve; take accountabi...