Elevate your career with Aviso Wealth as a Senior Transfers Administrator, focusing on financial transfer processes, client service excellence, and team collaboration. This role is crucial to our Operations team until March 2027.
As a Senior Transfers Administrator at Aviso Wealth, you’ll oversee daily transfer processing, ensuring compliance with policies and protocols. You will collaborate with various departments and external institutions to address escalated issues. Your expertise will contribute to maintaining high service standards and fostering a continuous improvement culture within the team.
Key Responsibilities:
• Process transfers accurately following company procedures
• Review month-end reconciliations and update tracking systems
• Mentor team members and provide coverage for the Supervisor
• Lead departmental projects and ensure internal manuals are up to date
• Deliver superior customer service to meet client expectations
Requirements:
• Minimu...