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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 Transfers Supervisor – Toronto Hybrid
Lead Aviso Wealth’s Transfers Team, managing staff, service levels, regulatory operations and customer escalations. This full-time hybrid role supports wealth management and investment services in Canada.
कनाडा$83,000 – $1,00,000 / वर्ष
हाइब्रिडपूर्णकालिकमध्य स्तरवरिष्ठआवश्यक भाषा: अंग्रेज़ीआवश्यक भाषा: फ़्रेंचद्विभाषीविवरण
- Lead the Transfers Team
- Manage transaction volumes and meet daily deadlines
- Recruit, train, coach, mentor and schedule team members
- Oversee onboarding and create career development opportunities
- Set and monitor procedures for quality, accuracy, efficiency and SLA performance
- Promote a constructive leadership environment with employees, peers and stakeholders
- Ensure staff receive timely, relevant training and development
- Coach employees to strengthen performance, engagement and career progression
- Keep internal and external procedures and departmental SLA manuals current
- Coordinate internal and external communications with vendors and trustees
- Assess business practices, recommend process improvements and implement more efficient workflows
- Manage departmental projects and contribute to wider department and division initiatives
- Resolve escalated or complex issues and respond to customer inquiries
- Maintain suitable staffing levels, cross-training and role coverage across the team
- Review and approve daily journal entries and monthly IIROC/MFDA account reconciliations
- Report monthly SLA results and exceptions, and develop resourcing plans for peak-volume periods
- Stay current on industry initiatives, operating standards, registered plan products, CDS/ATON and IIROC/MFDA rules and protocols
- Work with management to prepare reporting for internal and external auditors
आवश्यकताएँ
- Post-secondary education and ongoing studies related to investment industry operations
- Detailed knowledge of applicable regulatory requirements
- IFIC and/or CSC completion is considered an asset
- Three to five years of progressively responsible investment industry experience
- One to two years of supervisory experience
- Excellent delegation, organization, time management and administrative abilities
- Meticulous attention to detail and accuracy
- Ability to work under pressure, prioritize effectively and meet deadlines
- Strong analytical and problem-solving capabilities
- Ability to manage multiple tasks while maintaining appropriate attention to detail
- Exceptional customer service skills
- Ability to identify and resolve issues quickly
- Intermediate proficiency with Microsoft Word, Excel, Outlook and Access
- Advanced Excel proficiency is an asset
- Fluency in French and English, both written and verbal, is required
लाभ
- A competitive compensation package recognizing individual contributions
- Comprehensive health, dental and insurance coverage
- Generous vacation allowance
- Fitness benefit
- Parental leave top-up options
- Employer matching contributions to the retirement program
- Learning and professional development opportunities
- Education assistance program
- Regular social events
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