Process Documentation Specialist, Temporary position at Aviso Wealth Management.| Canada

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Aviso Wealth Management Process Documentation Specialist, Temporary

Experience: General

Pattern: Temporary

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Vancouver....Canada

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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 to fill an opening for a Process Documentation Specialist to join the Business management team for 18 months. Reporting to the Director, Business Management, the Process Documentation Specialist is responsible for developing, maintaining, and optimizing standardized operating procedures across multiple departments and lines of business . This role plays a key part in ensuring operational consistency, clarity, and compliance by producing high-quality documentation that supports and enables internal stakeholders. The Process Documentation Specialist collaborates closely with subject matter experts (SMEs) from Operations, Compliance, and other business units to gather accurate and relevant content. They are responsible for editing and revising existing SOPs to enhance clarity, usability, and alignment with company policies and regulatory standards. This role also oversees document control, ensuring all SOPs are kept current with evolving business practices. 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: Develop and author standardized operating procedures (SOPs) across multiple departments and lines of business, ensuring alignment with operational goals and regulatory requirements Engage with subject matter experts (SMEs) from Operations, Compliance, and other business units to gather accurate and comprehensive content for SOP development Review, edit, and enhance existing SOPs to improve clarity, consistency, and usability, while ensuring alignment with current business practices Ensure all SOP documentation complies with internal policies, industry regulations, and audit standards, maintaining a high level of accuracy and integrity Manage document control processes, including versioning, archiving, and timely updates to reflect changes in procedures or regulatory requirements Deliver SOP content in a clear, concise, and professional format, suitable for both digital platforms and print distribution Collaborate with the Learning & Development team to support the integration of SOPs into training programs and ensure effective communication to internal and external stakeholders Contribute to continuous improvement initiatives, identifying opportunities to streamline documentation processes and enhance SOP effectiveness across the organization Your experience and skills: Proven experience in content development, technical writing, or process documentation, preferably within financial services or a regulated industry Working knowledge of mutual funds, securities, the insurance industry, and related working experience documenting procedures and processes Strong understanding of business processes, operational workflows, and documentation standards, with the ability to translate complex procedures into clear, structured content Exceptional written and verbal communication skills, with a keen ability to tailor messaging for diverse audiences including advisors, internal teams, and compliance stakeholders Meticulous attention to detail and a commitment to producing high-quality, accurate, and compliant documentation Ability to work collaboratively across departments, building effective relationships with subject matter experts and cross-functional teams Exceptional time management skills with the ability to manage multiple tasks, prioritize effectively and work with minimal supervision Proficiency in documentation tools and platforms (e.g., Microsoft Office Suite, SharePoint, Adobe Acrobat Professional, or similar content management systems) Fluent communication skills in English are required and bilingual skills in French are an asset

Process Documentation Specialist, Temporary job opportunity at Aviso Wealth Management.

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