Job Description

The Opportunity:

We are looking for a Bilingual New Account Administrator to join our Operations team.

Reporting to the Supervisor, Account Opening and Specialized Accounts, the Bilingual New Account Administrator is responsible for the day-to-day processing of new and fee-based accounts in an accurate and timely manner in the CISO (formerly IIROC) Dealer Member Space.

The Bilingual New Account Administrator interacts daily with others within the Operations team as well as with our dedicated advisor service team. Continuous improvement is a priority, and the successful candidate will be expected to contribute to and/or support efficiency improvement ideas.

Who you are:

  • Service - You put your clients' needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
  • Execution - ...

Ready to Apply?

Take the next step in your AI career. Submit your application to Aviso Wealth Inc today.

Submit Application