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New Accounts Administrator at Aviso Wealth - ApplyBlast

New Accounts Administrator

Aviso Wealth

3 months ago

3.8 on Glassdoor

Vancouver, British Columbia, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The New Accounts Administrator is an associate‑level, full‑time role within the Operations function of a financial services organization. The position focuses on managing the onboarding and setup of new client accounts, ensuring accurate financial processing and compliance. It supports the finance team by handling administrative tasks related to account creation and maintenance.

Responsibilities

Process new client account setups
Maintain account records and ensure compliance
Collaborate with operations to onboard customers

Skills

About Aviso Wealth

aviso.ca

Headquarters

Toronto, Ontario, Canada

Company Size

501-1000 employees

Founded

2018

View Profile

Aviso Wealth is a Canadian wealth management company that powers financial institutions, credit unions, and independent advisors with a comprehensive suite of investment and wealth management solutions. Its offerings include online brokerage platforms, automated (robo) advice, investment dealer services, insurance, and correspondent and institutional services. With over $200 billion in assets under administration and management, Aviso serves more than 300 financial institution partners and supports over 3,000 investment advisors across its platforms.