Senior Transfers Administrator at Aviso Wealth

Enhance financial well-being as a Senior Transfers Administrator with Aviso Wealth. This role focuses on daily transfers processing, escalated issues, and requires strong client service skills.

At Aviso Wealth, we're seeking a Senior Transfers Administrator to enhance our Operations team through March 2027. This position requires processing financial transfers, reviewing staff journals, and managing month-end reconciliations. Collaboration with various departments and external institutions is essential for success.

Key Responsibilities: • Process transfers efficiently according to company policies • Review and finalize month-end reconciliations promptly • Communicate updates and issues to colleagues and supervisors • Maintain internal manuals against policy changes • Coach staff and mentor new team members

Requirements: • Minimum 3 years of transfer processing experience • Post-secondary education preferred in business/finance • Knowledge of Dataphile, ATON, ...