Aviso
Transfers Administrator Role at Aviso Wealth
Job Description
Elevate your career as a Transfers Administrator at Aviso Wealth, specializing in the daily processing and management of client transfers. This role blends detailed operational work with proactive client service.
In this role, you will report to the Supervisor, Transfers, and play an essential role in processing transfer requests and aiding in departmental tasks. Ideal candidates will exhibit a commitment to service quality and collaboration, ultimately contributing to the company’s goal of client satisfaction and operational efficiency.
Key Responsibilities:
• Handle the daily processing of transfer requests
• Manage the transfers mailbox and gather incoming messages
• Initiate and track both manual and electronic transfers
• Provide support for inquiries from external institutions
• Maintain organization of transfer documentation
Requirements:
• 1 year of experience in back office administration
• Attention to detail and precise execution
• Strong org...
In this role, you will report to the Supervisor, Transfers, and play an essential role in processing transfer requests and aiding in departmental tasks. Ideal candidates will exhibit a commitment to service quality and collaboration, ultimately contributing to the company’s goal of client satisfaction and operational efficiency.
Key Responsibilities:
• Handle the daily processing of transfer requests
• Manage the transfers mailbox and gather incoming messages
• Initiate and track both manual and electronic transfers
• Provide support for inquiries from external institutions
• Maintain organization of transfer documentation
Requirements:
• 1 year of experience in back office administration
• Attention to detail and precise execution
• Strong org...