Client coordinator • windsor on
Avanti Wealth is a locally owned leading Wealth Management provider.Avanti Wealth is looking for a self-motivated Wealth Coordinator with superior communication skills who is looking to be an integ... Voir plus
Specific Branch Location is to be determined.Successful incumbent must be mobile within the Windsor and surrounding markets **.This unique position calls on your client-focused advice expertise and... Voir plus
Challenger Motor Freight – Windsor is an equal opportunity employer committed to creating a diverse, inclusive, and accessible workplace.We welcome applications from women, visible minorities, Indi... Voir plus
We are looking for reliable and detail-oriented Cleaners to provide professional residential and commercial cleaning services for our clients.This opportunity is ideal for individuals with cleaning... Voir plus
Are you ready to make an impact?.ZF Foxconn (ZFFCN) is looking for talented individuals to join our team.With ZFFCN, you’ll have the opportunity to shape the future of chassis systems.Join us and b... Voir plus
Promote the development and sustainable growth of proprietary investment business in the assigned market area by: .Business Development: Executing on business development plans for prospects and ex... Voir plus
Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac... Voir plus
Discover a career that connects purpose with possibility.At the City of Windsor, our employees thrive in a collaborative environment that values organizational excellence, community impact, and off... Voir plus
Challenger Motor Freight – Windsor is an equal opportunity employer committed to creating a diverse, inclusive, and accessible workplace.We welcome applications from women, visible minorities, Indi... Voir plus
Avanti Wealth is a locally owned leading Wealth Management provider.Avanti Wealth is looking for a self-motivated Wealth Coordinator with superior communication skills who is looking to be an integ... Voir plus
Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families.Industry Financial Services Type Privately H... Voir plus
We’re looking for a technically skilled.Our client is a trusted IT solutions partner, helping organizations navigate digital transformation with a focus on reliability, security, and performance.Th... Voir plus
RWDI is a global climate and performance engineering consulting firm that helps its clients redefine what’s possible by overcoming design and operational challenges, while minimizing environmental,... Voir plus
Dispatch, Load Planning & Tracking Coordinator.Position Summary: The Dispatch, Load Planning & Tracking Coordinator is responsible for coordinating freight movements, optimizing load assign... Voir plus
AFIMAC Canada is seeking experienced Project Co-ordinators for upcoming assignments in Ontario related to labour disruptions, organized protests and man made crisis/disasters.This position will req... Voir plus
At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Voir plus
At Sephora Canada, were passionate about finding and sharing beauty in the world.Our constant innovation, our ability to see and lead trends, and our focus on providing an outstanding customer expe... Voir plus
At Sephora Canada, we’re passionate about finding and sharing beauty in the world.Our constant innovation, our ability to see and lead trends, and our focus on providing an outstanding customer exp... Voir plus
Are you an enthusiastic, results-driven individual with a desire for independence and flexibility in how you manage your workday? Do you want to make a meaningful impact in your community and in th... Voir plus
Account Manager - Desjardins.Are you looking for more than just a job? Do you want the opportunity to learn, grow, and build a meaningful career alongside a driven and ambitious insurance prof... Voir plus
Avanti Wealth is a locally owned leading Wealth Management provider. Avanti Wealth is looking for a self-motivated Wealth Coordinator with superior communication skills who is looking to be an integral part of our growing team.
Wealth Coordinator
As a Wealth Coordinator, you will provide support to Avanti Wealth Advisors and will perform a variety of administrative duties related to wealth management services.
In summary, the Wealth Coordinator will:
· Provide support to the Wealth Consultants by setting and preparing for member appointments, handling member requests, following up on credit union referrals, providing information about Avanti Wealth to members and non-members.
· Organize and prioritize advisor’s calendars.
· Improve overall customer service standards that will lead to attracting and retaining new/existing members.
· Create and maintain member files.
· Process product applications, bill payments and prepare a variety of activity reports.
· Process deposits and withdrawals from member investment accounts. Follow up on NSF payments for life contracts and preauthorized contributions to investment accounts.
· Process updates to accounts such as change of address, beneficiary and marital status.
· Process all wealth management mail and handle all courier and fax support.
· Any other duties as assigned.
The “must-have” skills and qualifications that we’re looking for are:
· Completed post-secondary education in Office Administration or a related field is preferred.
· Ability to work with a high level of accuracy while multi-tasking to deliver excellent member service.
· Must be self-motivated and display excellent communication skills.
· The ability to work efficiently and independently while complying with detailed procedures is critical.
· Must possess strong organization, communication skills and professionalism.
· Excellent computer proficiency operating Microsoft Excel and Word is required.
· A strong knowledge of computers notably related software and programs.
Additional skills are considered assets too:
· Completion of the IFIC Course (Investment Funds Institute of Canada), Life Licensing Course or the CSC (Canadian Securities Course) is considered an asset.
We appreciate the interest of all applicants, however, only those candidates selected for an interview will be contacted. Applications may be sent to the attention of:
WFCU Credit Union
3000 Marentette Avenue, Windsor, Ontario N8X 4G2
careers@wfcu.ca
WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.
