Bilingual Supervisor overseeing account - opening operations, regulatory processing, and staff performance for Aviso Wealth’s Canadian wealth - management services. Managing quality controls, escalations, training, and workflow improvements.
About the role
- Supervision bilingue des nouveaux comptes chez Aviso, fournisseur canadien de services de gestion de patrimoine et de placement. Coordination des opérations, qualité, ressources et formation du personnel.
Responsibilities
- Supervise and coordinate all department activities to ensure prompt and accurate processing.
- Oversee account opening and maintenance, customer service, establishment of banking information for EFTs, system-related reconciliations, welcome letters, mail distribution, filing, and scanning.
- Manage client cases escalated to a higher level and ensure customer service standards are maintained.
- Implement quality controls and facilitate quality assurance testing.
- Collect and analyze key performance metrics and provide monthly activity summaries.
- Recommend ways to streamline or improve processes.
- Maintain up-to-date knowledge of industry regulations.
- Update process maps and procedure manuals.
- Monitor workloads, assess requirements, and manage resources to meet deadlines.
- Continuously train and support new and existing staff members.
- Provide ongoing performance feedback.
- Lead staff meetings and encourage the sharing of ideas.
Requirements
- Postsecondary education and ongoing training in the investment industry, particularly in operations department functions.
- In-depth knowledge of relevant regulatory requirements; successful completion of the IFIC and/or Canadian Securities Course (CSC) is an asset.
- Three to five years of experience in the investment industry, with increasing responsibilities, including at least one to two years in a supervisory role.
- Fluency in French and English, both written and spoken, to communicate effectively with partners, clients, and colleagues across Canada.
- Excellent interpersonal skills, including delegation and mentoring.
- Strong attention to detail and accuracy, along with organizational, time management, and administrative skills.
- Ability to work under pressure, set priorities, and meet time constraints.
- Strong analytical and problem-solving skills, with the ability to manage multiple tasks while maintaining an appropriate level of attention to detail.
- Superior customer service skills, with the ability to quickly identify and resolve issues to the satisfaction of all parties.
- Highly motivated and results-oriented.
- Intermediate computer skills in MS Word, Excel, Outlook, and Access.
Benefits
- A competitive compensation program that recognizes and rewards individual contributions.
- Comprehensive health, dental, and insurance benefits designed to meet the diverse needs of our employees.
- Generous vacation time, health and fitness benefits, and additional parental leave options.
- Employer matching contributions to our retirement program.
- A commitment to the continuous development of our people through learning and development opportunities, as well as a training support program.
- Regularly organized social events that promote teamwork.
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