Accounts Administrator

Aviso Wealth

. Process new account setup in conjunction with Service Level Agreements, considering top-tier Credit Unions .

Posted 10/21/2026full-timeToronto • CanadaJunior💰 CA$46,000 - CA$55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account setup and maintenance within fee-based programs, ensuring compliance with industry regulations and company policies. Proficient in using Dataphile and maintaining clear communication with peers and supervisors.

Highest-signal resume keywords

Account SetupDataphile ExperienceCanadian Securities Course (CSC)Fluent Communication Skills in EnglishCredit Union System Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account MaintenanceFee GenerationTransaction CodingRegulatory ComplianceAdministrative Support

Soft Skills

Clear CommunicationContinuous ImprovementCross-Training Facilitation

Tools & Technologies

LaserficheOSMDataphile

Certifications & Qualifications

Canadian Securities Course (CSC)Investment Funds Institute of Canada (IFIC)

Industry Keywords

Credit UnionMutual FundFinanceBusiness Administration

About the role

Key responsibilities & impact

Process new account setup in conjunction with Service Level Agreements, considering 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
Ensure proper protocol when processing requests and provide clear, concise notes
Use Laserfiche, OSM, and Dataphile in compliance with company policy and industry regulations
Set up accounts correctly according to NAAFs and code transactions according to tax reporting rules
Keep internal manuals current with policy, regulatory, system, and procedure changes
Communicate issues and changes to peers and the supervisor
Schedule consistent cross-training to learn and understand processing functions
Foster continuous improvement and participate in initiatives
Meet or exceed partner and client expectations

Requirements

What you’ll need

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

Comp & perks

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
Education assistance program
Regular social events to foster teamwork