Teams at Aviso

Administrer et traiter les demandes liées aux régimes enregistrés (REEE, REER, CELI, FRR, CELIAPP), assurer conformité réglementaire et délais, réaliser audits, collaborer avec équipes fiscales et opérationnelles, mettre à jour procédures et soutenir le service à la clientèle.

Processes new and fee-based investment accounts accurately and within service-level agreements. Reviews documentation, updates client data, codes transactions for tax reporting, maintains compliance notes and manuals, and provides ongoing administrative support for fee-based programs. Uses Laserfiche, OSM, Dataphile, and Microsoft Office while collaborating with operations teams and advisors. Supports cross-training and continuous improvement initiatives. Requires fluent written and spoken English and French and availability during EST hours.

Processes new and fee-based accounts accurately and within service-level agreements. Reviews and updates client documentation and data, uses Laserfiche, OSM, and Dataphile, codes transactions for tax reporting, maintains procedure manuals, communicates issues, supports cross-training, and contributes to continuous improvement. The role requires bilingual French and English communication, administrative experience, financial-services familiarity, and availability during Eastern Time standard business hours.