Placement 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
Challenger Motor Freight – Windsor is an equal opportunity employer committed to creating a diverse, inclusive, and accessible workplace.We welcome applications from women, visible minorities, Indi... 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
Many of the world’s top engineers and scientists come together in our Water business because they view a community’s interaction with water a bit differently—as a single holistic system, rather tha... Show more
Risk and Governance Coordinator.Location: Windsor, ON (Hybrid).Reporting to the Manager, Risk and Governance, the successful applicant will be responsible for providing support to the Manager, Risk... Show more
Project Management - Project Coordinator.Duration: 1+ Year (Possible Extensions).Pay range: C$42 –C$44 per hour.The company is transforming into a customer-centric sustainable mobility compan... 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
Secondary (high) school graduation certificate.Are you available for shift or on-call work?.Are you available to start on the date listed in the job posting?.Do you have experience working in this ... Show more
Our client, a well-established manufacturing company in the Windsor-Essex area, is currently seeking an experienced Tool Maker / Mold Maker to join their growing team.This position will involve pre... Show more
If you are a CURRENT Carter’s employee, do not apply via this external application.Search "Browse Jobs" in Workday to apply internally.As an Assistant Store Manager, you will be the first face of t... Show more
Join Corby Spirit and Wine Limited and Hiram Walker & Sons Ltd.At Corby and Hiram Walker, we’re more than a company - we’re curators of unforgettable moments.Our portfolio boasts some of Canada... Show more
This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.As a volunteer, you'll play a pivotal role in executing a range of exciting marketing and co... Show more
Emeryville Auto Centre is a full Mechanical Facility offering great opportunities in Automotive Repair.Emeryville Auto Centre uses the latest repair and toll technologies available along with up to... 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
To load and unload aircrafts and vehicles, sort packages and provide efficient delivery and pick-up of packages; to check shipments for conformance to Federal Express Canada features of service; to... Show more
The LPN Medication Care Manager is responsible for providing the highest degree of quality care and services by administering medication and treatments in a safe organized manner.Responsibilities i... 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.
