Aviso Wealth
The Reconciliations Administrator will join the Operations team for a 12-month term, reporting to the Supervisor of Control Services. This role is responsible for completing reconciliations and reporting for multiple lines of business, including control accounts, mutual fund positions, and bank accounts, while ensuring compliance with internal and regulatory deadlines. The position requires identifying and resolving exceptions through collaboration with internal departments and external partners.
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Aviso Wealth.
46% below the average for this role
Aviso's annual report celebrates a transformational 2024
Apr 30, 2025
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