Transfer Administrator

About 8Twelve Mortgage Power Network 8Twelve Mortgage Power Network is a fast-growing network of experienced mortgage agents, brokers and brokerages - the right partner for your business. Our commitment and dedication is providing you with hands-on training, underwriting, coaching and ongoing support for independent agents in the industry. 8TM’s Power Network provides agents with “a one-stop shop” with access to mentorship, coaching, networking and community events, and sales and marketing tools. Our Proprietary Technology With our very own customized end-to-end mortgage brokerage platform (INFIN8), 8Twelve is disrupting the financial technology industry from the front lines. We have proudly partnered with 60+ lenders to help Canadian families finance their dream homes. Join our team! About the Role Are you currently working for a brokerage and looking for a change to grow and take on a leadership role to help Mortgage Agents, coach them and provide ongoing support? 8Twelve Mortgage Power Network is expanding and is seeking Team Lead (Experienced) Mortgage Agents to join the team. In this role, you are a Motivated self-starter who will thrive in a fast-paced, rapidly growing environment. You will have the ability to manage multiple mortgage agents while nurturing and developing them, delivering exceptional response times, and increasing efficiency within the process.Be accessible to them, monitor their performance and provide advise. Motivate them to perform their duties well and problem solve. A snapshot of a typical week: Manage personal pipeline to ensure service standards and financial goals are met Work and establish and foster relationships with Mortgage agents and assist them in making an informed decision for their clients. Oversee the entire mortgage process for each mortgage agent, from initial contact to completion, including application, document collection, lender submission, condition fulfillment and closing activities Ensure proper follow-up is given to each Mortgage Agent throughout the mortgage process Keep informed on trends and developments in the local real estate market, as well as changing rules and regulations, pertaining to both private and government-insured mortgages and advise mortgage agents with the information. Be accessible at all times to their team members. Requirements Success looks like if you are: Driven, motivated, self-starter, problem-solver, organized, great communicator Experienced. To succeed in this role, we’re asking for:- A High School Diploma Mortgage Agent License 1-3 years of experience as a Mortgage Agent/broker. Previous leadership experience is an asset. Don’t meet every requirement listed but have transferable skills, a willingness to learn and a passion for helping others? 8Twelve Mortgage Power Network is dedicated to diversity, inclusion and an authentic workplace. If you are intrigued by this role with past experiences that don’t align with our requirements, we would still like to hear from you! We consider all applicants and recognize that you might be the right candidate for this or any other role. Benefits No Term Contract Competitive Commission Structure Team/Brokerage Building Opportunities Dedicated IT Support and Broker Success Manager Comprehensive and Ongoing Training: Sales, Underwriting, Product Please note this is a 100% commission role.

St. John's, NL, Canada

Negotiable Salary

Workable

Invoicing Coordinator

POSITION: Invoicing Coordinator REPORTS TO: Assistant Accounting Manager We are looking for an Invoicing Coordinator to join our Finance team! Our Invoicing Coordinator will work with various teams, including Finance, Warehouse, and Sales, to accurately enter orders, generate invoices, process EDI transactions, and assist with discrepancy management. OPPORTUNITIES You will play a key supporting role to the Accounting team! Your main challenge is staying organized with orders, invoices, and customer inquiries as you must ensure there are no discrepancies, or at least they get solved in the correct manner. Also, there will be opportunities to learn new skills and help develop best practices to streamline some of our processes. Requirements HERE IS WHO YOU ARE… DRIVE & MOTIVATION You are passionate about healthy living and values which align with Silver Hills You want to join a progressive family-owned company on a mission to build healthier communities You enjoy performing tasks that require a lot of organization, accuracy, and detail You are looking to build your career in Accounting/Finance fields CHARACTER & ABILITIES You are organized and have a keen eye for detail You are a quick learner with a process-driven mind You demonstrate professionalism, great customer service, and confidentiality when dealing with various stakeholders You are deadline-oriented and can manage tasks without cracking under pressure KNOWLEDGE & SKILLS You have excellent computer skills, including MS Office, specifically Excel You work well with others to clarify details and ensure accurate and timely resolution to discrepancies EXPERIENCE You have 1+ years of invoicing experience and/or related experience NICE-TO-HAVE Experience with MS Great Plains THINGS YOU WILL DO… Create and match packing/shipping documents with orders Verify customer purchase orders and shipment details Generate sales invoices Process intercompany billings and credits Post Advance ship notices and sales invoices via EDI Investigate billing discrepancies and generate return, debit, and credit documents Communicate with internal stakeholders to gather information or verification for billing Maintain filing as required Preparation of ad hoc reports OTHER … May on occasion work at various times including weekends, as the job requires Valid DL Benefits We offer our team members many benefits to help them achieve their goals and support our company culture: Opportunities for career growth and development Competitive Healthcare Benefits Package Performance Bonus and RRSP Matching Free delicious and healthy bread Fitness incentive fund to help you thrive Friendly and supportive work environment and an ambitious team Discounts at our retail store with a great selection of healthy organic products Company social events focused around health, great tasting food and getting together as a team Salary - $36,800 - $42,700 Want to learn more about our mission and products? Please check us out on Facebook, Instagram, and YouTube

Abbotsford, BC, Canada

CA$36,800-42,700/year

Workable

Transfers Administrator

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 for a Transfers Administrator to join our Transfers team. 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. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso 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: 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, Montreal, and Winnipeg. 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.

Toronto, ON, Canada

CA$46,000-55,000/year

Workable

Bilingual Trade Services Administrator

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 for a Bilingual Trade Services Administrator to join our Trade Services team. Reporting to the Supervisor, Trade Services, the Bilingual Trade Services Administrator is responsible for the processing and settlement of mutual fund trades and GIC’s, completing trade corrections, adhering to regulatory standards and internal standards to meet necessary deadlines and using reasonable judgement to resolve problems in their daily tasks. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and 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: Ensure daily settlement totals match the central depository Maintain daily settlement reports, and request money movement for transaction settlement Monitor rejections for trades and transactions, identify any issues and correct them on the system or advise the Credit Union of the corrections required Process GIC purchases, settlements, reconciliations and maturities Process Pool fund trades and settlements within specified SLAs Review and complete financial and non-financial adjustments Review requests for completeness and accuracy, communicating with internal and partner staff to verify and confirm details if necessary Communicating with Mutual Fund Companies via Letter of Indemnity, email, or phone call, to correct and resolve issues Respond to faxes received from Fund Companies and Credit Unions in a timely manner Respond to queries from other Aviso departments in a timely manner Support external and internal partners using the most efficient processing methods and recommending solutions for timely and accurate issue resolution Requirements Your experience and skills: Post-secondary education or professional development in a related field is an asset Minimum 1 years’ experience in the Operations team of a Financial Services firm, preferably Transaction Services related Successful completion of the Canadian Securities Course or IFIC Operations course would be an asset Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada Dataphile, Fundserv, and Capital Markets experience is an asset Ability to work independently to achieve the required objectives, within company and regulatory requirements A creative and adaptable approach to solving problems Self-motivated and results driven 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 Proven decision-making, prioritizing, and interpersonal skills with the ability to establish and maintain effective working relationships with various levels of management and staff Intermediate Excel and Microsoft Office Knowledge 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, Montreal, and Winnipeg. 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.

Toronto, ON, Canada

CA$46,000-55,000/year

Workable

Bilingual Transfers Administrator

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 for a Bilingual Transfers Administrator to join our Transfers team. Reporting to the Supervisor, Transfers, the Bilingual 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. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso 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: 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 and French is required to effectively communicate with partners, clients, and colleagues across Canada 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, Montreal, and Winnipeg. 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.

Toronto, ON, Canada

CA$46,000-55,000/year

Transfer Administrator

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