Network administration • 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
Full-time | Part-time | Commission-based.New Agents, Experienced Agents, or Those Planning to Become Licensed.Grow your real estate career with powerful tools, proven support, and a trusted brand r... Show more
Advanced Manufacturing & Precision Machining.Corporate administration, facilities, leases, and multi-entity corporate services.A leading manufacturing organization is seeking an experienced Manager... Show more
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team objectives.You ... Show more
About the role Pangeo Group is an automotive parts manufacturer with seven manufacturing bases and three R&D centres across North America, Asia and Europe.Its main products are power system com... 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
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
Reboot Monkey is a global datacenter services provider headquartered in Haarlem, Netherlands, operating.We deliver colocation, IP transit, smart hands, remote hands, and managed datacenter services... Show more
AECOM is searching for a .Construction Inspector .Projects primarily consist of road reconstructions, water distribution, sanitary/storm pipelines and water resources and are&#x... Show more
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... Show more
Experienced Financial Advisor/Planner.Are you ready for change, flexibility, and the opportunity to build your own practice? Take control of your future, your own success, and create financial inde... Show more
Hybrid in our London, ON or Windsor, ON offices.As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working® by serving m... Show more
Business Insurance Position - Desjardins.Ready to Build a Career Where Relationships Matter?.Joining our Desjardins Agency is more than accepting a job.It's an opportunity to build a rewarding care... Show more
Share in something more with a career at COBS Bread.Top 50 Best Workplaces™ in Canada by Great Place to Work®.When you work with COBS Bread, you’re part of a workplace that is committed to providin... Show more
HealthOPM has an international opportunity open for practical nurses ready to relocate to the UAE for a fully-supported contract within a wellness-focused rehabilitation and recovery setting.Full r... Show more
Our client, is seeking an experienced, detail-oriented Network Engineer to join their network infrastructure and operations team.In this hands-on technical role, you will be responsible for suppor... Show more
Administrative Office Support Assistant - Remote.We are currently seeking organized and dependable individuals for an entry-level Administrative Support & Data Entry Assistant opportunity.This ... Show more
This position coordinates all processes and functions of a department.Provides visibility to management by tracking, process over-sight, auditing, researching and trouble-shooting operational issue... Show more
Sensity is a not-for-profit organization providing services and programs to members of the deafblind community.We are recognized in Canada and around the world as a leader in the provision of Inter... 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.
