Be a vital part of Avanti Wealth as a Wealth Coordinator, where your communication skills and organization will shine. Support our Wealth Advisors and engage with clients in a meaningful way.
As a Wealth Coordinator, you’ll assist Wealth Consultants with varied administrative tasks in a fast-paced environment. This role requires efficient management of calendars and member interaction, helping improve customer service standards to attract new clients. You will take ownership of member files and ensure smooth processing of applications and transactions.
Key Responsibilities:
• Schedule and prepare for member appointments
• Organize and prioritize advisor calendars
• Enhance customer service for new and existing members
• Create and maintain comprehensive member files
• Process product applications, payments, and activity reports
Requirements:
• Post-secondary education in Office Administration preferred
• Solid communication and organizational skills
• Ability to multi-task with accuracy
• Proficiency in Microsoft Excel and Word
• Self-motivated with attention to detail
Utilize your skills in communication and organization while supporting Avanti Wealth Advisors effectively.
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