Transfers Administrator, Temporary
Job in
Toronto, Ontario, M5A, Canada
Listing for:
Aviso Wealth
Seasonal/Temporary
position
Listed on 2026-01-15
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Aviso Wealth:
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at
The Opportunity:
We’re looking for a Transfers Administrator to join our Transfers team for 12 months.
Reporting to the Supervisor, Transfers, the Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment.
Who you are:
Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partnerExecution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakesCollaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organizationWhat your day looks like:
Process transfer in requests according to service level agreementsMonitor the transfers mailbox and collect incoming mailInitiate new manual or ATON transfers in and transfers outTrack status and follow-up on initiated transfersProvide operational support for transfers to external institutionsFile completed transfer documents and shred all printed documentsReview and respond to transfers in inquiriesAssist / cover others in the Transfers Department as neededHandle special projects or other assignments as requestedRequirements
Your experience and skills:
Minimum 1 year experience in back office administration in a financial securities firmExtremely detail oriented and accurateStrong problem solving skillsExcellent organizational and multi-tasking skills to meet required deadlines dailyStrong team player in the department and across departmentsStrong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in OperationsExperience with Dataphile and/or Univeris is an assetFluent verbal and written communication skills in English are required and bilingual skills in French are an assetBenefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
Competitive compensation package that rewards and recognizes individual contributionsExcellent health, dental and insurance benefits to meet the diverse needs of our employeesGenerous vacation time, fitness benefit, parental leave top-up optionsMatching contributions to our retirement programCommitment to the continuous improvement of our staff through learning & development and an education assistance programRegular social events to foster teamworkYour Information
By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and…
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