Accounts executive • 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... Show more
E INC is the parent company of EBlock and EDealer, unifying our approach to products, services, and strategies under one Vision and one Mission: to create the best digital auction and retailing pla... Show more
The National Customer Care Manager will empower employees to provide service to others and work collaboratively, internally and externally, and independently with the ability to make decisions.The ... Show more
BE A BRAND & PRODUCT AMBASSADOR.Live and breathe the brand personality traits and company values, representing the brand in a premium way through everyday interactions with consumers or custome... Show more
HUB continues to experience explosive growth and is seeking a dynamic Leader to join our Personal Insurance Leadership Team.This is an ideal role for a strong people leader with Personal Lines Insu... Show more
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... Show more
Our client, an industry-leading automotive company specializing in metal stampings and assembly requires a Robotic Automation Technician and PLC Specialist.The Automation Technician will troublesho... Show more
Newlands Group is partnering with a growing organization to hire an Accounting Manager.This role is ideal for a hands-on accounting professional who enjoys both managing day-to-day financial operat... Show more
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... Show more
For more than a century, Electrozad has been Ontario’s trusted electrical distributor—delivering reliable products, services and solutions for commercial, industrial, and contractor applications.Ce... Show more
Clients need a single point of contact who actually understands hardware, not just a relationship manager who has to relay every technical question.Projects span hardware deployment, structured cab... Show more
BI & Analytics Lead (BFSI).The BI & Analytics Lead will drive business intelligence initiatives and deliver executive-level reporting, dashboards, and analytical insights for BFSI organizat... Show more
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... Show more
Brandt Tractor Ltd is currently seeking a Territory Manager - Transportation for our Windsor Brandt Peterbilt location.The Territory Manager – Transportation role is vital in the creatio... Show more
Join easyhome — Canada’s largest lease-to-own business and a proud part of the .At goeasy, our people and culture are the heartbeat of everything we do, and we’re prou... Show more
Founded in 1966, Masters Insurance has grown into one of Ontario's largest and most trusted independent brokerages.We specialize in tailored insurance and surety solutions for the construction indu... Show more
The role is accountable for delivering a superior customer experience while driving profitable business growth, in line with business strategy.This role is accountable for expanding its portfolio a... Show more
We are currently hiring on behalf of our client located in Windsor, ON for a.Customer Support Representative.This is a temporary ongoing opportunity, offering a great chance to gain valuable experi... Show more
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.
){kind=logo}
