Job Description
Pursue a career as a Transfers Administrator at Aviso Wealth and be at the forefront of client transfer processing. This position emphasizes service excellence, collaboration, and dynamic problem-solving in a cooperative environment.
Reporting to the Supervisor, Transfers, the Transfers Administrator is key in overseeing the flow of transfer requests. The role demands initiative and a passion for learning, along with a focus on client-centric solutions. If you possess a strong desire to deepen your expertise while contributing to team success, this role suits you well.
Key Responsibilities:
• Process and monitor all incoming transfer requests
• Collect and review emails in the transfers mailbox
• Initiate transfers and keep track of their status
• Provide operational support for external transfer needs
• File and manage transfer documentation
Requirements:
• Minimum 1 year of back office administrative experienc...
Reporting to the Supervisor, Transfers, the Transfers Administrator is key in overseeing the flow of transfer requests. The role demands initiative and a passion for learning, along with a focus on client-centric solutions. If you possess a strong desire to deepen your expertise while contributing to team success, this role suits you well.
Key Responsibilities:
• Process and monitor all incoming transfer requests
• Collect and review emails in the transfers mailbox
• Initiate transfers and keep track of their status
• Provide operational support for external transfer needs
• File and manage transfer documentation
Requirements:
• Minimum 1 year of back office administrative experienc...
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