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 advisors 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 were 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
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.
Required Experience:
IC
Wealth Coordinator Partner Avanti Wealth • Windsor, Ontario, Canada
This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education, digitalization initiati... Show more
Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It’s time to seize ... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
Are you proud to contribute your skills to delivering quality health care? PSWs are an integral part of a health care team, and in this role, you will encourage, support, and promote independence f... Show more
AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more.AI... Show more
Supports one or more Investment Advisors (IAs) and the IA Team, providing day-to-day administration and exceptional client service to achieve business objectives.A client‑focused role committed to ... Show more
Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more
This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.If you have a strong passion for vocational and technical education and training programs an... Show more
Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more
A financial services organization in Windsor is looking for a Financial Advisor in Wealth Management to develop client relationships and offer tailored investment advice.Ideal candidates should hav... Show more
Position Type: Full-Time, Exempt (Operations).Compensation: $58,000 - $83,000.Reporting to the Plant Manager, the Refinery Learning & Development Coordinator leads and coordinates refinery training... Show more
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more
