Avanti Wealth invites you to apply for the Wealth Coordinator position, where you will play an essential role in supporting our Wealth Advisors. Use your strong communication skills to excel in client relations.
As a Wealth Coordinator, you are responsible for various administrative tasks that contribute to the overall member experience. You will assist in scheduling appointments, handling inquiries, and managing member files. Your organization will improve service standards, helping to attract recent clients and maintain existing ones effectively.
Key Responsibilities:
• Organize meetings and prepare for member appointments
• Prioritize and schedule advisor calendars
• Enhance overall customer service experience
• Create and update member files accurately
• Process transactions and manage account changes
Requirements:
• Completed post-secondary education in administration preferred
• High level of accuracy in multi-tasking required
• Self-motivated with excellent communication skills
• Proficiency in Microsoft Office software
• Strong organizational abilities and professionalism
Bring your expertise in communication and organization to the forefront at Avanti Wealth, enhancing our client services.
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📌 Wealth Management Coordinator Position (Ontario)
🏢 Aviso
📍 Ontario