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 www.aviso.ca.

The Opportunity:

We’re looking for a Corporate Actions Administrator to join our Operations team for 18 months.

Reporting to the Supervisor, Corporate Actions, the Corporate Actions Administrator is responsible for the processing and reporting of reorganizations, offers, name changes, and any other corporate actions for security positions held at Aviso.

Who you are:

Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You 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

What your day looks like:

Coordinate, review, and distribute all Canadian and US depository mandatory and voluntary bulletins
Process all mandatory and voluntary corporate actions for securities held at Aviso with exceptional accuracy and within specified service standards
Process all daily entitlements
Ensure all corporate actions are processed with appropriate US or Canadian tax treatment
Set client accounts up for dividend reinvestment plans (DRIPs) based on requests received
Provide excellent customer service to external and internal clients
Ensure procedure manuals are updated regularly and in adherence with internal controls and regulatory requirements
Actively participate in team meetings and seek ideas for process improvements

Your experience and skills:

Some post-secondary education (including professional development)
2 years of related work experience
Completion of CSC is an asset
Application of strong analytical and problem solving skills with attention to detail
Ability to analyze discrepancies and provide solutions
Ability to work independently and apply knowledge with limited guidance
Ability to organize and prioritize tasks in order to meet required deadlines
Ability to multi-task and manage fluctuating workloads
Excellent customer service and interpersonal skills
Fluent communication skills in English are required and bilingual skills in French are an asset

Aviso Wealth