Job Opportunities API

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’re looking to fill an open role for a Senior Registered Plans Administrator to join our Operations team. Reporting to the Supervisor, Registered Plans the Senior Registered Plans Administrator is responsible for ensuring the overall administration of registered plans is consistent and in accordance with company policies, Canada Revenue Agency Income Tax rulings, governing pension legislation and CIRO (formerly MFDA and IIROC) regulations, ensuring deadlines are met. The incumbent provides backup for the supervisor, maintaining reporting, providing training for Registered Plans Administrators and ensures that escalations are addressed. As  one aviso:   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: Complete CIRO (formerly IIROC and MFDA) month-end reconciliations Complete Daily Trustee Settlement for CWT Complete Trustee Reporting and Annual Certificate of Compliance An active participant in Friday Operations meetings, industry committee meetings Train and assign coverage of CIRO Reg Plan tasks Pro-actively offers assistance when required and maintains a positive attitude as a senior member of the team Confirm all audits are completed by the administrators by deadlines Identify issues and implement checks and balances to avoid occurrences in the future Research, report and promptly resolve escalated issues Ensure year-end tasks are completed prior to year-end Enter DOR reports, Monthly Deadlines s/s and the Operations Dashboard Identify opportunities for process improvements, implementing changes and updating departmental procedures and manuals Actively shares updates with the rest of the team and management to ensure all are aware of procedural updates Requirements Your experience and skills: Post-secondary degree in accounting, business or finance Minimum of 5 years of experience in Registered Plans Administration or Tax reporting role in a CIRO (formerly IIROC or MFDA) environment Industry knowledge of CIRO, CRA and RQ rules and regulations preferred, completion of the CSC or IFIC would be an asset Experience with Dataphile is a strong asset Excellent communication and active listening skills Leadership and mentorship skills with the ability to delegate effectively Ability to work independently and in a team environment Exemplary time management and organizational skills Pro-active and superior problem-solving abilities and strong analytical skills Excellent customer service orientat