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.
About the role
- 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.
Responsibilities
- Supervise and coordinate all department activities to ensure timely and accurate processing
- Oversee opening, maintaining and closing accounts across Aviso platforms in accordance with regulations and internal policies
- Perform administrative duties including account maintenance, customer service, EFT banking setup, system reconciliations, welcome letters, mail distribution, filing and scanning
- Handle internal and external customer escalations and maintain service levels
- Implement quality controls and facilitate quality assurance tests
- Collect and analyze department performance metrics and provide activity summaries
- Recommend process improvements and streamlining opportunities
- Maintain current knowledge of industry regulations
- Update process maps and procedure manuals
- Monitor workload, assess volume changes, prioritize functions and realign resources to meet deadlines
- Train and provide ongoing support to staff
- Provide performance feedback to staff
- Facilitate staff meetings and encourage idea sharing
Requirements
- Post-secondary education and continuing education relating to the Investment Industry, specifically operations functions
- In-depth knowledge of relevant regulatory requirements
- Successful completion of the IFIC and/or the CSC is an asset
- 3–5 years of progressively responsible experience in the investment industry
- 1–2 years of past supervisory experience
- Fluency, written and spoken, in English and French is required
- Excellent interpersonal skills, including delegation and mentoring
- Strong attention to detail and accuracy
- Organizational, time management and administrative skills
- Ability to work under pressure, set priorities and meet time constraints
- Solid analytical and problem-solving skills
- Ability to handle multiple tasks with appropriate attention to detail
- Superior customer service skills
- Ability to quickly identify and resolve problems
- Intermediate computer skills in MS Word, Excel, Outlook and Access
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 opportunities
- Education assistance program
- Regular social events
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Degree requirement
No Education Requirement
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