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.