Overview

Wealth as Trade Services Admin Jobs in Vancouver, Canada at Aviso

Position: Join Aviso Wealth as Trade Services Admin
Embark on a career as a Trade Services Administrator with Aviso Wealth, focusing on mutual fund trades and GIC settlements while delivering top-tier client service. Ensure regulatory compliance and settlement accuracy.

In this role, part of the Trade Services team until March 2027, you will be responsible for processing trades and addressing any issues that arise efficiently. Strong attention to detail, organizational, and customer service skills are essential for your success.

Key Responsibilities:

• Ensure central depository matches daily settlement totals

• Process GIC maturities and financial adjustments

• Correct transaction rejections in a timely manner

• Maintain communication with fund companies for resolutions

• Support transaction settlements efficiently

Requirements:

• Minimum of 1 year in a Financial Services role

• Relevant post-secondary education preferred

• Detail-oriented with strong organizational skills

• Bilingual (English and French) is a plus

• Experience with Dataphile and Fundserv is an asset

Excel in processing and client satisfaction as part of the Aviso Wealth team.
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Title: Wealth as Trade Services Admin

Company: Aviso

Location: Vancouver, Canada

Category:

 

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