New Accounts Processing Specialist at Aviso Wealth
Aviso Wealth • toronto, Canada
Role Description
Enhance your skills in account management as a New Accounts Administrator at Aviso Wealth for 12 months. Drive efficiency in handling new fee-based accounts.
This critical role within the Operations team involves daily processing of new accounts under the supervision of the Supervisor, New Accounts. You will also play a key part in liaising with Operations and the Service Centre to ensure efficiencies are continuously enhanced and service standards met.
Key Responsibilities:
• Accurately process new account setups as per guidelines
• Manage administrative tasks for fee-based accounts
• Provide comprehensive documentation for requests
• Employ systems like Dataphile in compliance with policies
• Ensure up-to-date internal procedures and manuals
Requirements:
• Post-secondary credentials in Finance or Business preferred
• At least one year of related administrative experience
• Dataphile knowledge is an asset
• Familiarity with the Credit Union system ...
This critical role within the Operations team involves daily processing of new accounts under the supervision of the Supervisor, New Accounts. You will also play a key part in liaising with Operations and the Service Centre to ensure efficiencies are continuously enhanced and service standards met.
Key Responsibilities:
• Accurately process new account setups as per guidelines
• Manage administrative tasks for fee-based accounts
• Provide comprehensive documentation for requests
• Employ systems like Dataphile in compliance with policies
• Ensure up-to-date internal procedures and manuals
Requirements:
• Post-secondary credentials in Finance or Business preferred
• At least one year of related administrative experience
• Dataphile knowledge is an asset
• Familiarity with the Credit Union system ...