Portfolio Service Representative – 6 months
Aviso Wealth – Vancouver, BC – Job Description Aviso Wealth: A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day. Our amazing people and dynamic culture set Aviso Wealth apart. If youre looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer. The Opportunity: Were looking for a Portfolio Service Representative to join our Operations team. Reporting to the Supervisor, Processing Operations the Portfolio Services Representative is responsible for servicing high net worth clients in the administration of separately managed accounts. The separately managed account program is targeted at Credentials highest tier of investors by asset level and is offered largely by our more senior Investment Advisors. The incumbent is required to complete all administrative duties within the separa… – Permanent – Full-timeApply for this job.