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 robust 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
Solid organizational abilities and professionalism Bring your expertise in communication and organization to the forefront at Avanti Wealth, enhancing our client services.

📌 Wealth Management Coordinator Position Windsor
🏢 Aviso
📍 Windsor