Operations 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
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
We are currently seeking a Team Leader to join our team in full-time, permanent role.Driven to succeed and excited about new challenges? Seeking an employer who invests in your personal growth and ... Show more
Executive Director, Operations About the Company Acclaimed organization representing the interests of the pharmaceutical industry Industry Hospital & Health Care Type Non Profit Founded 2010 ... Show more
Canadian destination for plus-size fashion.As champions of body acceptance and size inclusivity, we stand as dedicated partners and advocates for our customers.We empower women to be fearless and e... Show more
The Warehouse Associate is responsible for ensuring efficient, accurate, and safe handling of all warehouse operations including receiving, storing, organizing, packaging, and shipping inventory.Th... 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
We’re seeking a Building Maintenance Technician to support daily operations, ensure facility safety, and keep all building systems running smoothly.This role is ideal for someone who enjoys hands-o... Show more
Provide operational leadership to individual contributors and hourly workforce to ensure the execution of daily tasks and activities including driver deliveries, loading/unloading of trailers, cros... 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
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
The RBC Dominion Securities is seeking a Branch Operations Manager.You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch Management Team ... Show more
Join us as we embark on this new journey, blending the best in tech retail with cutting-edge telecommunications services.At Best Buy Express we believe one of our most important assets is our peopl... Show more
We’re looking for a Manufacturing Engineer to fill an existing vacancy at our Lakeshore plant.Join us at Can Art and leverage your expertise to make a real impact!.ABOUT US Can Art Aluminum E... 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
Clean Harbors in Windsor, Ontario, is currently looking for a Facility Operations Supervisor to join their safety-conscious team!.This role is responsible for front line leadership supervision of p... Show more
The Customer Operations Leader – Store Experience is responsible for leading the execution of work that contributes to the customer experience and omni sales results.They provide coaching and feedb... Show more
Summary The Director of North American Operations is responsible for the operational performance of all manufacturing facilities across North America.This role requires a hands-on manufacturing lea... Show more
As a Strategic Development Program Trainee, you will progress through a 4 phased program to learn every aspect of our business from shipping and receiving, to sales, operations, purchasing, account... 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.
