Job Description
Enhance financial well-being as a Senior Transfers Administrator with Aviso Wealth. This role focuses on daily transfers processing, escalated issues, and requires strong client service skills.
At Aviso Wealth, we're seeking a Senior Transfers Administrator to enhance our Operations team through March 2027. This position requires processing financial transfers, reviewing staff journals, and managing month-end reconciliations. Collaboration with various departments and external institutions is essential for success.
Key Responsibilities:
• Process transfers efficiently according to company policies
• Review and finalize month-end reconciliations promptly
• Communicate updates and issues to colleagues and supervisors
• Maintain internal manuals against policy changes
• Coach staff and mentor new team members
Requirements:
• Minimum 3 years of transfer processing experience
• Post-secondary education preferre...
At Aviso Wealth, we're seeking a Senior Transfers Administrator to enhance our Operations team through March 2027. This position requires processing financial transfers, reviewing staff journals, and managing month-end reconciliations. Collaboration with various departments and external institutions is essential for success.
Key Responsibilities:
• Process transfers efficiently according to company policies
• Review and finalize month-end reconciliations promptly
• Communicate updates and issues to colleagues and supervisors
• Maintain internal manuals against policy changes
• Coach staff and mentor new team members
Requirements:
• Minimum 3 years of transfer processing experience
• Post-secondary education preferre...