Aviso Wealth yra Kanados turto valdymo įmonė, teikianti paslaugas finansų įstaigoms, investicijų konsultantams, kredito unijoms ir investuotojams. Įmonės pasiūla apima investicijų dilerio ir korespondentines paslaugas, institucinius sprendimus, internetinį tarpininkavimą, automatizuotą konsultavimą, investavimą ir draudimą. Įmonė derina technologijomis grindžiamas finansines paslaugas su konsultantų ir klientų santykiais, taip padėdama organizacijoms, kurios padeda žmonėms investuoti ir planuoti savo finansinę ateitį. Aviso Wealth komanda dirba turto valdymo, draudimo, konsultavimo ir susijusių verslo paslaugų srityse, daugiausia dėmesio skirdama profesiniam tobulėjimui ir ilgalaikei komandos sėkmei.
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.
Aprašymas
- 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.
Reikalavimai
- 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.
Privalumai
- 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.