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
- Temporary New Account Administrator processing new and fee-based investment accounts for Aviso Wealth, a Canadian wealth management provider. Maintaining compliant records, transactions, and client data.
Responsibilities
- Process new accounts in accordance with service level agreements
- Provide administrative support and coverage for fee-based lines of business, including ongoing account management
- Ensure compliance with processing protocols and provide clear, concise notes using internal and external information
- Review documents and input or update client data
- Use Laserfiche, OSM, and Dataphile according to company policies and industry regulations
- Prepare accounts in accordance with NAAFs and code transactions correctly under tax reporting rules
- Update internal manuals based on policy, regulatory, system, and procedural changes
- Communicate issues and changes to peers and the supervisor
- Conduct regular cross-training across processing functions
- Support continuous improvement initiatives and idea generation
- Meet or exceed partner and customer expectations in daily relationships
Requirements
- Post-secondary education and/or equivalent experience
- Minimum of 1-2 years of experience in an administrative capacity, preferably in the mutual fund or financial services industry
- Successful completion of the Canadian Securities Course (CSC) is an asset
- Strong knowledge of Microsoft Office (Outlook, Excel, Word)
- Knowledge and experience of Dataphile is an asset
- Fluency communication skills in English are required
- Bilingual skills in French are an asset
- Ability to work EST standard hours
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
- Accommodation support during all stages of the hiring process
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Product administration technician supporting Desjardins products, member/client accounts, and operational processes. Providing technical support, data analysis, system updates, and procedural assistance.
Life Claim Administrator supporting Manulife, an international financial services provider. Processing death claims, coordinating adjudicators and TPAs, and maintaining timely SLA performance.
Fund administration onboarding manager leading customer implementations for Juniper Square’s private - markets technology and services platform. Overseeing fund accounting setup, client relationships, reconciliations, and process improvements.
Benefits Administrator supporting Product Connections, a retail and shopper marketing agency. Role is designated remote and based in Halifax, Nova Scotia, Canada.
Administrateur de régimes enregistrés chez Aviso, fournisseur canadien de services de gestion de patrimoine et de placement. Traitement des demandes, audits et conformité réglementaire.
Bilingual Registered Plans Administrator processing registered plan transactions for Aviso Wealth, a Canadian wealth management provider. Ensuring regulatory compliance, audits, inquiries, and trustee procedure updates.
New Accounts Administrator processing new and fee - based investment accounts for Aviso, a Canadian wealth management provider. Supporting accurate, compliant operations and continuous improvement.
Registered Plans Administrator processing registered - plan transactions for Aviso Wealth, a Canadian wealth - management provider. Ensuring regulatory compliance, resolving inquiries, and completing CIRO audits.
Support Services Administrator managing work orders, Pest Pac scheduling, RFP support, and invoicing. Supporting Rentokil - Terminix Canada’s commercial and residential pest - control customers.