Join Aviso Wealth as a Trade Services Administrator, ensuring precise processing and settlement of trades in mutual funds and GICs. Contribute to a team that values client service excellence.
This position supports the Trade Services team until March 2027 and focuses on executing trades and resolving discrepancies efficiently. You will collaborate closely with team members and communicate issues effectively. Essential skills include problem-solving, detail orientation, and the ability to thrive under pressure.
Key Responsibilities:
• Monitor trades and ensure daily settlement accuracy
• Review and correct trade requests for completeness
• Process Pool fund trades and settlements
• Manage communications regarding transaction corrections
• Request money movement for settlements
Requirements:
• At least 1 year of experience in Financial Services operations
• Canadian Securities Course completion preferable
• Strong customer service and administrative skill...