Medical office administrator supporting Felix’s online healthcare platform and healthcare practitioners. Managing clinical files, lab requisitions, virtual consultations, and protected health information.
About the role
- Bilingual Transfers Administrator processing securities transfers and escalations for Aviso Wealth. Supporting Canadian financial partners through accurate back-office operations.
Responsibilities
- Process transfer in requests according to service level agreements
- Monitor the transfers mailbox and collect incoming mail
- Initiate new manual or ATON transfers in and transfers out, including internal transfers
- Track status and follow up on initiated transfers
- Provide operational support for transfers to external institutions
- File completed transfer documents and shred printed documents
- Review and respond to transfer inquiries
- Assist or cover others in the Transfers Department as needed
- Handle special projects or other assignments as requested
- Review and approve transfers and handle escalated items
- Report to the Supervisor, Transfers
Requirements
- Post-secondary education and/or equivalent experience
- Minimum 1-2 years of experience in back-office administration in a financial securities firm
- Extremely detail oriented and accurate
- Strong problem-solving skills
- Excellent organizational and multi-tasking skills to meet required deadlines daily
- Strong team player in the department and across departments
- Strong desire and initiative to become a subject matter expert over time
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Fluency (written and spoken) in English and French is required
- Ability to work EST standard hours
- Knowledge and experience of Dataphile, Fundserv, CDS and DTCC is 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 our retirement program
- Learning and development opportunities
- Education assistance program
- Regular social events to foster teamwork
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Degree requirement
No Education Requirement
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Medical office administrator supporting Felix’s online healthcare platform, which provides on - demand healthcare treatment. Managing practitioner files, lab workflows, consultations, and clinical administration.
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