Step into a fulfilling Transfers Administrator role at Aviso Wealth for 9 months. This position is integral to our Transfers team, focusing on processing and tracking transfers with a client-centric approach.
Reporting to the Supervisor, your daily tasks will include managing transfer processes, addressing inquiries, and collaborating with both internal and external partners. We seek candidates eager to deepen their knowledge while providing outstanding service and meeting operational deadlines. Strong organizational and problem-solving skills are crucial for success in this dynamic role.
Key Responsibilities:
• Process transfer requests per established service agreements
• Oversee and respond to communications through the transfers mailbox
• Initiate manual or ATON transfers effectively
• Track and follow-up on all initiated transfers
• Assist with inquiries and operational support for external institutions
Requirements:
• 1 year experience in financial back...