Posted 9 days ago
Banking Administrator
@ Aviso Wealth
Overview
Aviso Wealth is hiring a Banking Administrator in its Operations team, reporting to the Manager, Operations. The role handles daily cash and stock transaction processing in Dataphile for Aviso clients and credit unions, with occasional weekend or statutory holiday work. The posted salary range is $46,000 to $55,000 CAD annually.
Pay:
$46,000–$55,000 a year
Responsibilities:
- Process daily cash and stock transactions in Dataphile
- Reconcile pending and suspense accounts for clients and banks
- Generate client cheques and process account fees
- Input wire transfers and handle internal account transfers
- Follow and revise the Banking Services policy and procedures manual
Requirements summary:
- One or more years in a securities industry office environment
- Intermediate Microsoft Excel skills
- Dataphile experience preferred
- Post-secondary business or commerce education preferred
- Strong attention to detail and time management
- Fluent English required, bilingual French an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workable
- Employer posting date
- 2026-10-28
- First seen by our source
- 2026-10-29
- Source record updated
- 2026-10-29
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Business operations |
| Experience | 1+ years |
| Hours per week | 40 (estimated) |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Encouraged to apply | People with disabilities |
| Education | College diploma (preferred) |
| Fields of study | Business, Commerce |
| Perks mentioned | Generous paid time off, Generous parental leave, Retirement plan, Tuition support, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Aviso Wealth
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Aviso Wealth empowers credit unions across Canada to offer holistic wealth planning and advice through experienced advisors, to help Canadians grow and protect their wealth at every stage of their financial journey. We’re focused on continually enhancing advisor and investor experiences. As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth management solutions, plus dealer services and back-office administration. Comprehensive estate planning services are offered through Aviso Wealth Inc. subsidiaries to complement the overall financial planning process. We’re backed by the strength of Aviso – a leading Canadian wealth and investment services provider with three decades of experience supporting the delivery of financial advice for Canadians. Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.
- LinkedIn followers
- 5,522
- People associated on LinkedIn
- 619
- Reported office locations
- 700-1111 West Georgia Street, Vancouver, BC V6E 4T6, CA
- Business categories
- Wealth Management
- Financial Services
- Other recorded names
- Aviso Wealth
- Specialties
- Asset management
- full-service brokerage
- online brokerage services
- insurance services
- investment counselling
- and financial planning
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Aviso Wealth empowers credit unions across Canada to offer holistic wealth planning and advice through experienced advisors, to help Canadians grow and protect their wealth at every stage of their financial journey. We’re focused on continually enhancing advisor and investor experiences. As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 201-500 employees |
| Headquarters | Vancouver, BC |
| Organization type | Privately Held |
| Specialties | Asset managementfull-service brokerageonline brokerage servicesinsurance servicesinvestment counsellingand financial planning |
| Open jobs on Jobsy | 149 |
| View page |
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 to fill an open role for a Banking Administrator to join our Operations team.
Reporting to the Manager, Operations the Banking Administrator is responsible for the daily processing of cash and stock transactions in Dataphile for Aviso Clients and Credit Unions.
There may be a requirement to work on a statutory holiday or weekend.
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:
- Processing cash & stock transactions such as EFTs, Bill Payments, FX transactions
- Reconciling of cash outages of pending and suspense accounts for clients and banks
- Generating client cheques into system for cheque processing
- Internal transfers between client accounts
- Processing of fees for client accounts
- Wire transfer input
- Ensure accuracy and meeting the industry SLAs
- Follow the policy and procedures manual as set out by the Banking Services team and revise as needed
- Other duties as assigned or needed
Requirements
Your experience and skills:
- Post-secondary education in business or commerce preferred
- 1+ year of experience in an office environment within the securities industry
- Intermediate knowledge in the MS suite of applications including Excel
- Experience with Dataphile preferred
- 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?
At Aviso, 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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