Activities 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... Show more
We are searching for an experienced Office Administrator (located in Windsor) on behalf of our client, a global Tier 1 automotive manufacturer of components and assemblies to the automotive and ot... Show more
Job Title: Project Management Engineer.This role is critical to the successful operation of ensuring battery testing activities are planned, prioritized, and executed efficiently to support product... Show more
Perform intermediate-to-advanced hardware break-fix services on PCs, laptops, network printers, and servers, etc.Perform intermediate-to-advanced IMAC (installs, moves, add, changes) services: hard... Show more
Hello! Our family in LaSalle, Ontario is looking for a nurturing and reliable nanny to care for our newborn on a full-time basis.We are open to both live-in and live-out arrangements, and the posit... 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
We are seeking an experienced and dedicated Restaurant Manager to join our client's seafood franchise.You will be handling the maintenance of the restaurant's income and stay on top of their restau... Show more
DDCA] is looking for an Office Manager to join our team in our [Lakeland/Winterhaven] office.The Office Manager is responsible for overseeing the general administrative functions and any events or ... Show more
One Company, One Driving Force.With a rich history dating back over 45 years, Plasman is a leading global automotive and manufacturing company with several locations across North America and Europe... Show more
With over 20 years of experience providing the best logistics solutions, Charger Logistics has transformed into a world-class transport provider and continues to grow.We are currently looking to ad... Show more
With over 20 years of experience providing the best logistics solutions, Charger Logistics has transformed into a world-class transport provider and continues to grow.We are currently looking to ad... Show more
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,... Show more
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... 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
Elisabeth is offering to work as a part-time, live-out elder care provider.Elisabeth’s care of the elder person will include providing companionship, engaging in conversation, and facilitating recr... Show more
Our Red Bull Student Marketeers are part of the most dynamic and empowered brand and product ambassador program in the world.They understand Red Bull’s target group and are responsible for driving ... Show more
Location : Tecumseh, Ontario, Canada Job Type : Full-Time Schedule : Rotating Schedule, Weekends + On-Call Availability required Compensation Includes : $47,000 annually, inclusive of rent for prov... Show more
Perform intermediate IMAC (installs, moves, add, changes) activities: hardware roll-outs, refreshes, and other hardware deployment related activities on PCs, laptops, printers, POS devices, etc.Han... Show more
We are a Windsor-based family searching for a dedicated live-out nanny to care for our toddler on an occasional basis.Our child is energetic and loves to explore new activities, making the position... Show more
Do you have demonstrated knowledge of testing and implementation methods and practices for testing and acceptance? Do you have knowledge of systems analysis and design methods and techniques to dev... 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.
