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 robust 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
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.