Help shape the future of wealth management at Avanti Wealth as a Wealth Coordinator. Contribute to client satisfaction by leveraging your communication and organizational strengths.
In this critical role, you will support Wealth Advisors with numerous administrative functions, ensuring excellent service to members. Your ability to manage calendars, process transactions, and follow up on client requests will be essential. You will champion the improvement of customer service standards and assist with appointment preparation.
Key Responsibilities:
• Provide administrative support to Wealth Consultants
• Manage and organize advisor calendars efficiently
• Improve customer service standards to retain members
• Maintain accurate member files and documentation
• Process member account updates and transactions
Requirements:
• Post-secondary education in a related field preferred
• Exceptional communication and organization skills
• Experience handling multiple tasks accurately
• Proficient in Microsoft Word and Excel
• Self-motivated and able to work independently
Enhance your career while helping clients navigate their wealth management needs with Avanti Wealth.
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