Take on a pivotal role at Aviso Wealth as a New Accounts Administrator for 6 months. This opportunity focuses on accurate account processing and enhancing operational efficiencies.
Aviso Wealth is hiring a New Accounts Administrator to join our Operations team. In this temporary role, you will oversee the day-to-day setup of new and fee-based accounts in compliance with regulatory standards. Your contributions to process improvements and collaborative efforts will be vital for achieving team objectives.
Key Responsibilities:
• Process new accounts in line with Service Level Agreements
• Manage fee-based account maintenance and fee generation
• Document requests with thorough and relevant information
• Comply with industry regulations using OSM and Dataphile
• Update internal manuals with procedural changes
Requirements:
• Preferred degree in Finance or Business
• One year administrative experience within finance
• Familiarity with Dataphile is advantage...