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
- Temporary New Accounts Administrator processing new and fee-based investment accounts for Aviso Wealth, a Canadian wealth management provider. Supporting Operations, compliance, account maintenance, and continuous improvement.
Responsibilities
- Process new account setup in conjunction with Service Level Agreements, including consideration for 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
- Process requests using clear and concise notes with relevant updated information
- Use Laserfiche, OSM, and Dataphile in compliance with company policy and industry regulation
- Set up accounts according to NAAFs and code transactions correctly under tax reporting rules
- Keep internal manuals current with company policy, industry regulation, and system/procedure changes
- Communicate issues and changes to peers and supervisor
- Schedule consistent cross-training and learn all processing functions
- Foster continuous improvement and participate in related initiatives
- Meet or exceed partner and client expectations in day-to-day dealings
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 our retirement program
- Learning & development
- 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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