Bilingual Manager,Operations,Accounts Job Toronto area,Ontario Canada,Management

Position: Bilingual Manager, Operations, New Accounts

Aviso:

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 to fill an opening for a Bilingual Manager, Operations, New Accounts to join our team.

Reporting to the VP/Director, Operations, the Bilingual Manager, Operations, New Accounts is responsible for leading the New Accounts & Account Maintenance team for our Correspondent & Institutional lines of business. The Manager’s focus will be on the team’s performance with respect to timeliness and quality, including achievement of service level agreements. Along with working on ways to leverage technologies, expertise and relationships to continuously improve the service offering to our partners.

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 Wealth to become a trusted advisor and partner

Execution – 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 mistakes

Collaboration – 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 organization

Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

Responsible for management of Aviso’s New Accounts & Account Maintenance team for the Correspondent & Institutional lines of business, ensuring team members are performing their assigned duties in accordance with internal procedures and service level agreements (SLAs)

Direct supervision and ongoing performance management of the Operations Supervisors who are in turn responsible for the daily-to-day management of SLA performance by the team

Ongoing monitoring and management of the team’s resources to ensure appropriate staffing and coverage

Ensure appropriate training, support and tools are provided to Operations to perform their duties. This pertains not only to developing and maintaining the required skills and knowledge to succeed in their role, but also the system reporting, and tools required to complete their assigned duties

Identify and resolve trends in escalations, delays or errors by the team

Ensure appropriate management of the shared Operations inbox(es) so that accurate and timely responses are provided to partners in a professional and service-first manner. This includes leading the development of a process or system to identify and track the advisor/partner queries

Assist with the planning and execution of corporate and department level projects or initiatives, as assigned by the Director, Operations

Requirements

Your experience and skills:

Bachelors’ Degree in Commerce, Business Management or a related field is an asset

Minimum 5 years of progressive work experience in the Mutual Fund or Brokerage industry, with at least 2 years in a supervisory role

Strong people leadership and talent…


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Job Posting Language

Bilingual Manager, Operations, Accounts