Project 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
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... 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
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
At EXP, we’re driven to provide innovative solutions for the world’s built and natural environments.As a team of engineers, architects, designers, scientists, creators and a community of profession... Show more
Senior Project Manager What you will do We have an exciting opportunity to join our Project Management Team as we are actively recruiting for a Senior Project Manager responsible for the operationa... 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
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... 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
Senior Journeyperson Plumber — Commercial, Service & Installation.Day shift, with possible overtime, service calls, or project-based work depending on hiring needs.We are seeking experienced pl... Show more
Omega Tool Corp is the global leader in the engineering and manufacturing of plastics tooling.We offer solutions for complex tooling and plastic part challenges to world-class OEM and Tier 1 client... 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
Dispatch, Load Planning & Tracking Coordinator.Position Summary: The Dispatch, Load Planning & Tracking Coordinator is responsible for coordinating freight movements, optimizing load assign... 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
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
Duration: 1+ Year (Possible Extensions).The Project Chief will oversee all Closures commodities (Door in White, Hood, Fender, Static and Dynamic Sealing, Liftgates) for vehicle programs, from start... 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
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
Do you want to help shape the future of internet technologies while enjoying the freedom to set your own work-from-home hours? We have the part-time freelancing opportunity you are looking for!.A D... 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}
