New Accounts Administrator

Aviso Wealth

. Process new accounts in accordance with service level agreements .

Posted 10/21/2026contractToronto • 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 strong administrative support capabilities with a focus on compliance, data management, and effective communication. Proficient in utilizing industry-specific tools and adhering to regulatory standards in the financial services sector.

Highest-signal resume keywords

Administrative SupportCompliance KnowledgeMicrosoft Office ProficiencyDataphile ExperienceCanadian Securities Course

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementData InputDocument ReviewTransaction CodingPolicy Update

Soft Skills

Communication SkillsCross-Training FacilitationContinuous Improvement Mindset

Tools & Technologies

LaserficheOSMDataphile

Certifications & Qualifications

Canadian Securities Course

Industry Keywords

Financial ServicesMutual FundService Level AgreementsTax Reporting RulesBilingual Skills

About the role

Key responsibilities & impact

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

What you’ll need

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

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 opportunities
Education assistance program
Regular social events
Accommodation support during all stages of the hiring process