Position Overview
Elevate your finance career with Aviso Wealth as a Bilingual Trade Services Administrator. This vital role focuses on trade processing and client communication in both English and French.
In this position, you will support the Trade Services team by managing the processing and settlement of mutual fund trades and GICs. Your exceptional bilingual abilities will enhance client interactions, and your attention to detail will ensure compliance with various standards. You’ll work collaboratively to resolve issues swiftly and efficiently, solidifying Aviso’s reputation as a trusted financial partner.
Key Responsibilities:
• Ensure daily trade settlements are accurate
• Process GIC reconciliations and settle transactions
• Identify and rectify trade rejections immediately
• Communicate effectively with Mutual Fund Companies
• Assist internal departments in operational inquiries
Requirements:
• At least 1 year in Financial Services Operations
• Bilingual fluency i...