Teams at Aviso

Process and maintain new and fee-based accounts in the IIROC dealer space, ensure accurate setup and tax coding, use Laserfiche/OSM/Dataphile, update manuals, communicate issues, support continuous improvement and cross-training, and meet partner/client service expectations.

The role involves ensuring timely tax receipt verifications, processing monthly tax payments, regulatory compliance, fiscal reporting, and collaboration with the tax management team.

The Transfers Administrator processes transfer requests, monitors mail, supports external institutions, manages inquiries, and completes departmental tasks, improving client service and operational efficiency.