Process server • 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 more than just your local restaurant.We are a collection of hardworking small-business owners.Did you know that from coast to coast, we serve delicious choices to more than 2.Canadian famili... Show more
Senior Die Designer / Design Lead.Our client, An Automotive Tooling manufacturer is seeking a highly skilled.Senior Designer / Design Leader.In this pivotal role, you will lead die design projects ... Show more
Direct HireWindsor, Ontario$62-76k Our client is an industry leader in the automotive industry for metal stamping and assembly.As a result of continuously growing our professional team, our c... Show more
Job Summary The Corporate Quality Manager will provide strategic oversight of the entire quality organization, ensuring alignment between customer quality, supplier quality, program quality, and ma... Show more
Embark on a rewarding career with Sobeys Inc.Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community impact.Our family of 128,000 employees and franc... Show more
Are you someone who thrives on helping others succeed, enjoys making an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and ... Show more
Communities everywhere share the need for clean water.And as they work to meet that need, they’re facing new, more complex challenges every day.Our water professionals collaborate to contribute inn... Show more
We have an exciting opportunity to join our Controls Department as we are actively recruiting for a Senior Controls Integration Specialist.This position reports to the Controls Integration Leader.O... Show more
General Description : The purpose of this role is to conduct scientific research and develop process control for plastic welding methods in industrial applications.It will also involve the developm... Show more
Paladin Security is Hiring a Healthcare Security Guard!.Windsor Regional Hospital is a major acute-care facility providing emergency services, inpatient care, diagnostics, surgical units, cancer ca... 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 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
Join a team rich in diversity, respect, and growth to make the world a safer place for families, communities, and businesses.At GardaWorld Cash Services, we take our security responsibility serious... Show more
At Ford of Canada, we are dedicated to designing, manufacturing, and selling high-quality vehicles that meet the diverse needs of our customers.We believe our employees and the different perspectiv... Show more
With more than 100 sorting stations and operations across three continents,.Canada’s leader in last-mile logistics.Your Role: At the Heart of the Chain.Ensure compliance with Health & Safety protoc... Show more
Manufacturing Engineer (Controls).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 futur... Show more
Position's anticipated end date:.This external job posting may close earlier than the advertised deadline.We recommend applying as soon as possible.We recommend you save a copy of the job posting f... Show more
Direct Hire career opportunity with a very reputable Hiring Employer that is a corner stone of the Windsor community.K (negotiable) + bonus + comprehensive benefit package + defined contribution pl... 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.
%20Limited){kind=logo}
