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 (Temporary)
Supervise new account operations at Aviso Wealth, a Canadian wealth and investment services provider. Coordinate processing, quality controls, staffing, and team training.
Tavsif
- Coordinate department work to ensure accounts are processed promptly and accurately.
- Oversee account openings and maintenance, customer service, EFT banking details, system reconciliations, welcome letters, mail distribution, filing, and scanning.
- Handle escalated client cases and uphold customer service standards.
- Introduce quality controls and support quality assurance testing.
- Analyze key performance measures and prepare monthly activity summaries.
- Suggest process improvements and efficiencies.
- Stay current with industry regulations.
- Keep process maps and procedure manuals updated.
- Assess workloads and staffing needs, and allocate resources to meet deadlines.
- Train and support new and current staff on an ongoing basis.
- Give staff regular performance feedback.
- Lead team meetings and encourage staff to share ideas.
Talablar
- Postsecondary education and ongoing investment industry training, especially in operations.
- Strong knowledge of applicable regulatory requirements; completion of the IFIC and/or Canadian Securities Course (CSC) is an asset.
- Three to five years of investment industry experience with growing responsibility, including at least one to two years supervising others.
- Fluent written and spoken French and English to communicate with partners, clients, and colleagues across Canada.
- Strong interpersonal skills, including delegation and mentoring.
- Careful, accurate work, with strong organizational, time management, and administrative skills.
- Able to work under pressure, prioritize tasks, and meet deadlines.
- Strong analytical and problem-solving abilities, with capacity to handle multiple tasks while maintaining attention to detail.
- Excellent customer service skills and ability to identify and resolve issues to the satisfaction of all parties.
- Self-motivated and focused on results.
- Intermediate proficiency with MS Word, Excel, Outlook, and Access.
Imtiyozlar
- Competitive compensation that recognizes and rewards individual contributions.
- Comprehensive health, dental, and insurance coverage to address employees’ varied needs.
- Generous vacation, health and fitness benefits, and additional parental leave options.
- Employer matching contributions to the retirement program.
- Ongoing learning and development opportunities, including a training support program.
- Regular social events that encourage teamwork.