Overview
Settlements Administrator Jobs in Toronto, Ontario at Aviso
Title: Settlements Administrator
Company: Aviso
Location: Toronto, Ontario
Aviso Wealth:
At Aviso Wealth, 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 Wealth has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Settlement Administrator to join our Operations team.
Your role will be required to regularly perform essential duties on behalf of the company from your assigned Aviso office. Your role is considered medium flexibility, requiring you to work onsite 1-3 days per week at our office at 151 Yonge Street, Toronto, ON.
Reporting to the Supervisor, Settlement Services the Settlement Administrator is responsible for duties relating to the reconciliation and settlement of transactions on the IIROC platform as well as the settlement of foreign securities. This may include equities, fixed income & equity option transactions.
There may be a requirement to work on a statutory holiday or weekend.
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:
Reconciliation of Clearing account
Settlement of client transactions
Administrative trade processing
Process client FX transactions
Ensure to follow the policy and procedures manual, as set out for the Settlement Services team, and revised as needed
Other duties as assigned as needed
Requirements
Your experience and skills:
Post-secondary education in business or commerce is preferred
1+ year experience in an office environment within the securities industry
Intermediate knowledge in the MS Suite of applications including Excel
Ability to work independently to achieve required objectives
Strong attention to detail and accuracy
Proven ability to work well under pressure and in a fast-paced environment
Strong customer service orientation
Strong organizational, time management and administrative skills
Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation …
