Account coordinator Jobs in Windsor, ON
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Account coordinator • windsor on
Last updated: 30+ days ago
An exciting and immediate career opportunity is currently available at Avanti Wealth for a : .Avanti Wealth is a locally owned leading Wealth Management provider.
Avanti Wealth is looking for a self-m...Show moreLast updated: 30+ days ago
Bayshore HealthCare is one of the Canada’s leading providers of home and community health care services and is a privately owned company.
Bayshore HealthCare is proud to showcase its achievement as ...Show moreLast updated: 30+ days ago
Job Title : Contract Coordinator.Location : York Region, ON - (HYBRID.Length of Assignment : Permanent.Accurately process lease and loan contracts.
Verify incoming documents for thoroughness & accuracy...Show moreLast updated: 30+ days ago
Wealth Coordinator - Partner - Avanti Wealth (Contract)
Aviso WealthWindsor, ON, CAFull-time
Quick Apply
Home Support Supervisor
Bayshore HealthCareWindsor, ONCA$39.49–CA$43.15 hourly
Contract Coordinator
Mier Human Capital MoreoverYork Region, ONCA$32.00 hourly
Wealth Coordinator - Partner - Avanti Wealth (Contract)
Aviso WealthWindsor, ON, CA30+ days ago
Job type
- Full-time
- Quick Apply
Job descriptionCompletion of Canadian Securities Course, within one year. Completion of Conduct and Practices and Wealth Management Essentials, within two years. Completion of required CE Credits. Full time hours Monday to Friday; Hours 9 : 00am until 5 : 00pm daily; Weekend hours as required by clients for documentation signing.
An exciting and immediate career opportunity is currently available at Avanti Wealth for a :
Wealth Coordinator
Avanti Wealth is a locally owned leading Wealth Management provider. Avanti Wealth is looking for a self-motivated, intelligent Wealth Coordinator with superior communication skills who is looking to be an integral part of our growing team. As a Wealth Coordinator, you will provide support to Avanti Wealth Advisors and will perform a variety of administrative duties related to wealth management.
In summary, the Wealth Coordinator will :
- Handle all incoming phone calls and walk-in inquiries.
- Create and maintain member investment and insurance files.
- Process bill payments and prepare activity reports.
- Follow up on Insurance Renewals, NSF payments and Termination warnings for life contracts.
- Process updates such as address, beneficiary, banking and marital status changes.
- Available to complete all in person document signing for new accounts; account KYC updates; systematic plan changes; RRIF conversions; LIF unlocking applications; as well as Estate claims.
- Complete daily credit and debit report.
- Follow up and place trades for Advisor when required.
- Follow up on all incoming transfers / missing documents / overdrafts.
- Follow up on files in underwriting.
- Assist in building the relationship with credit union management and staff.
- Complete reminder calls for scheduled appointments.
- Assist with referral tracking, calling and follow ups.
- Manage social media channels, help create content, organize webinars, meetings, organize client events
- Establish and maintain effective communication and cooperation with Avanti Wealth Representatives, Credit Union Staff, Aviso Regional Offices, Aviso Head Office, and other Aviso staff.
- Other administrative duties as assigned.
The “must-have” skills and qualifications that we’re looking for are :