Aviso Wealth moliyaviy institutlar, investitsiya maslahatchilari, kredit uyushmalari va investorlarga xizmat ko‘rsatuvchi Kanadadagi boylikni boshqarish kompaniyasidir. Uning takliflari investitsiya dileri va korrespondentlik xizmatlari, institutsional yechimlar, onlayn brokerlik, avtomatlashtirilgan maslahat, investitsiya kiritish va sug‘urtani qamrab oladi. Kompaniya odamlarga investitsiya kiritish va moliyaviy kelajagini rejalashtirishda yordam beradigan tashkilotlarni qo‘llab-quvvatlash uchun texnologiyaga asoslangan moliyaviy tajribalarni maslahatchilar va mijozlar bilan munosabatlar bilan uyg‘unlashtiradi. Aviso Wealth jamoasi boylikni boshqarish, sug‘urta, konsalting va tegishli biznes xizmatlari yo‘nalishlarida faoliyat yuritadi hamda kasbiy rivojlanish va jamoaning uzoq muddatli muvaffaqiyatiga e’tibor qaratadi.
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.
Tavsif
- 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.
Talablar
- 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.
Imtiyozlar
- 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.