Product administration technician supporting Desjardins financial products, member accounts, and operational processes. Providing technical assistance, account controls, analysis, and system updates in a hybrid Lévis role.
About the role
- New Accounts Administrator processing new and fee-based investment accounts for Aviso, a Canadian wealth management provider. Supporting accurate, compliant operations and continuous improvement.
Responsibilities
- Process new account setup in conjunction with Service Level Agreements, considering top-tier Credit Unions
- Provide administrative support and coverage for fee-based business lines
- Maintain accounts in various fee-based programs
- Generate and post monthly fees
- Ensure proper protocol when processing requests and provide clear, concise notes
- Use Laserfiche, OSM, and Dataphile in compliance with company policy and industry regulations
- Set up accounts correctly according to NAAFs and code transactions according to tax reporting rules
- Keep internal manuals current with policy, regulatory, system, and procedure changes
- Communicate issues and changes to peers and the supervisor
- Schedule consistent cross-training to learn and understand processing functions
- Foster continuous improvement and participate in initiatives
- Meet or exceed partner and client expectations
Requirements
- Completion of post-secondary program in Finance or Business is preferred
- Minimum one year experience in an administrative capacity, preferably in the Mutual Fund or Financial Industry
- Dataphile knowledge and experience is an asset
- Background in the Credit Union system is an advantage
- Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
- Fluent communication skills in English are required
- Bilingual skills in French are an asset
Benefits
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits
- Generous vacation time
- Fitness benefit
- Parental leave top-up options
- Matching contributions to retirement program
- Learning and development
- Education assistance program
- Regular social events to foster teamwork
Job title
Job type
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Degree requirement
No Education Requirement
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Product administration technician supporting Desjardins products, member/client accounts, and operational processes. Providing technical support, data analysis, system updates, and procedural assistance.
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