Aviso Wealth कनाडा की एक वेल्थ मैनेजमेंट कंपनी है, जो वित्तीय संस्थानों, निवेश सलाहकारों, क्रेडिट यूनियनों और निवेशकों को सेवाएँ प्रदान करती है। इसकी पेशकशों में निवेश डीलर और कॉरेस्पॉन्डेंट सेवाएँ, संस्थागत समाधान, ऑनलाइन ब्रोकरेज, स्वचालित सलाह, निवेश और बीमा शामिल हैं। कंपनी तकनीक-सक्षम वित्तीय अनुभवों को सलाहकारों और ग्राहकों के संबंधों के साथ जोड़ती है और उन संगठनों का सहयोग करती है जो लोगों को अपने वित्तीय भविष्य के लिए निवेश करने और योजना बनाने में मदद करते हैं। Aviso Wealth की टीम वेल्थ मैनेजमेंट, बीमा, परामर्श और संबंधित व्यावसायिक सेवाओं के क्षेत्रों में काम करती है तथा पेशेवर विकास और टीम की दीर्घकालिक सफलता पर ध्यान केंद्रित करती है।
Bilingual New Accounts Supervisor
Lead account-opening operations, regulatory processing, and staff performance for Aviso Wealth’s Canadian wealth-management services. Oversee quality controls, escalations, training, and workflow improvements.
कनाडा$83,000 – $1,00,000 / वर्ष
हाइब्रिडअनुबंधमध्य स्तरवरिष्ठआवश्यक भाषा: अंग्रेज़ीआवश्यक भाषा: फ़्रेंचद्विभाषीविवरण
- Lead departmental activities to ensure work is processed accurately and on time.
- Oversee account opening, maintenance, and closure across Aviso platforms, following regulations and internal policies.
- Manage administrative work, including account servicing, customer support, EFT banking setup, reconciliations, welcome letters, mail distribution, filing, and scanning.
- Resolve internal and external customer escalations while maintaining service standards.
- Establish quality controls and coordinate quality assurance testing.
- Analyze departmental performance measures and prepare activity reports.
- Identify opportunities to improve and streamline processes.
- Stay current with relevant industry regulations.
- Maintain process maps and procedure manuals.
- Track workloads and volume changes, set priorities, and allocate resources to meet deadlines.
- Train staff and provide ongoing support.
- Give staff feedback on their performance.
- Lead staff meetings and promote the sharing of ideas.
आवश्यकताएँ
- Post-secondary education and continuing studies related to investment industry operations.
- Detailed knowledge of applicable regulatory requirements.
- Completion of the IFIC and/or CSC is an asset.
- Three to five years of progressively responsible experience in the investment industry.
- One to two years of supervisory experience.
- Fluency in spoken and written English and French.
- Strong interpersonal skills, including delegation and mentoring.
- Careful attention to detail and accuracy.
- Strong organizational, time-management, and administrative abilities.
- Ability to work under pressure, prioritize tasks, and meet deadlines.
- Analytical thinking and problem-solving skills.
- Ability to manage multiple tasks while maintaining attention to detail.
- Excellent customer service skills.
- Ability to identify and resolve problems quickly.
- Intermediate proficiency with MS Word, Excel, Outlook, and Access.
लाभ
- Compensation package recognizing individual contributions.
- Health, dental, and insurance coverage.
- Generous vacation allowance.
- Fitness benefit.
- Parental leave top-up options.
- Matching contributions to the retirement program.
- Learning and development opportunities.
- Education assistance program.
- Regular social events.