Job Specifications
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 for a Commissions Analyst to join our Finance team.
Reporting to the Manager, Commissions, the Commissions Analyst is responsible for analysis and reporting to ensure the accuracy of commissions for our partners. The position also takes part in projects and supports issues with stakeholders.
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:
Ensure the accuracy and operational effectiveness across all platforms including managing revenues, commission payments and expenses in commission record-keeping systems; resolving discrepancies, delays, and errors in payment
Respond to external and internal inquiries about projects, commission compensation, and liaising with financial service providers to resolve issues by working with the team to investigate and resolve issues within our SLA's, ensuring prevention of reoccurrence
Input compensation data into the commission databases and processing systems, and generating commission extracts to enable payments to partners
Support projects by working with Operations/Business Development teams to gather and document business requirements for projects, and perform ad hoc analysis to support decisions in conversion projects
Review scheduled changes on Aviso's systems, assessing potential impacts and participating in commissions related UATs (user acceptance testing) of changes before implemented on systems
Analyze current business practices and identify areas for improvement and document new processes as projects are being completed
Support daily commission processing from carriers and fund companies across all platforms, reconciling any discrepancies in a timely manner
Re-calculate and explain complex commissions' calculations on a broad range of products and reconcile and resolve all un-reconciled commissions' payments prior to month end
Requirements
Your experience and skills:
Post-secondary education in business operations, accounting, or finance
Advanced Excel skills needed, with knowledge of Power Query as an asset
Knowledge of SQL and able to use queries
3+ years progressive work experience in accounting, financial reporting, or financial services
Self-motivated, accountable, results driven, proactive and comfortable asking questions to ensure clarity
Solid organizational and problem-solving skills
Strong attention to detail, deadline driven and customer focused
Able to work independently and as part of a team
Fluent communication skills in English are required and bilingual skills in French are an asset
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 P
About the Company
Aviso empowers better wealth management for Canadians. We're a leading wealth services provider for the Canadian financial industry, helping hundreds of organizations gain a competitive edge. By connecting to our comprehensive ecosystem of integrated technologies, tools, products, services, and expertise, our partners can deliver an enhanced wealth management experience to their clients. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. Our team embraces ...
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