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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,…

Aviso

Transfers Administrator, Temporary

Toronto, ON, Canada

Pay: $46,000 to $55,000 CAD / year
Job type: Temporary
Apply by: Oct 27, 2026
Experience: Minimum 1-2 years of experience in back-office administration in a financial securities firm
Posting language: English
Posted: Sep 27, 2026

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Original job description

Aviso Wealth:

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 are looking to fill an opening for a Transfers Administrator to join our Transfers team for 6 months.

Reporting to the Supervisor, Transfers, the Transfers Administrator is responsible for daily processing of transfers, reviews and approvals and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience and has the enthusiasm and energy to work in a dynamic environment.

As oneaviso:

We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported

We Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working

We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed

We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

Process transfer in requests according to service level agreements
Monitor the transfers mailbox and collect incoming mail
Initiate new manual or ATON transfers in and transfers out, including internal transfers
Track status and follow-up on initiated transfers
Provide operational support for transfers to external institutions
File completed transfer documents and shred all printed documents
Review and respond to transfers in inquiries
Assist / cover others in the Transfers Department as needed
Handle special projects or other assignments as requested

Requirements

Your experience and skills:

Post-secondary education and/or equivalent experience
Minimum 1-2 years of experience in back-office administration in a financial securities firm
Extremely detail oriented and accurate
Strong problem-solving skills
Excellent organizational and multi-tasking skills to meet required deadlines daily
Strong team player in the department and across departments
Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
Strong knowledge of Microsoft Office (Outlook, Excel, Word)
Knowledge and experience of Dataphile, Fundserv, CDS and DTCC is an asset
Fluency (written and spoken) in English is required and bilingual skills in French are an asset
Ability to work EST standard hours

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page - Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you're looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $46,000 - $55,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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More about this job

Responsibilities

Process and track incoming, outgoing, manual, ATON, and internal transfers; monitor the transfers mailbox, respond to inquiries, and follow up on outstanding items. Review and approve transfer work, resolve escalations, maintain and securely dispose of documents, and provide departmental support as needed.

Requirements

Requires post-secondary education or equivalent experience and at least 1–2 years of back-office administration experience in a financial securities firm. Candidates should be detail-oriented, accurate, organized, able to manage competing deadlines, proficient with Microsoft Office, and fluent in written and spoken English; experience with Dataphile, Fundserv, CDS, or DTCC and French bilingualism are assets.

Skills

Transfer Processing
Back-Office Administration
Financial Securities
Attention To Detail
Accuracy
Problem-Solving
Organization
Multitasking
Teamwork
Microsoft Outlook
Microsoft Excel
Microsoft Word
Dataphile
Fundserv
CDS
DTCC

Benefits

Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance Program
Social Events

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Services
Financial Securities
Back-Office Administration
Transfer Processing
ATON Transfers
Internal Transfers
Transfer Inquiries
Service Level Agreements
Operational Support
Escalation Handling
Document Management
Microsoft Office
Microsoft Outlook
Microsoft Excel
Microsoft Word
Dataphile
Fundserv
CDS
DTCC
Problem-Solving
Attention To Detail
Accuracy
Organization
Multitasking
English Fluency
French Bilingualism
Temporary Employment

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