Advance your career as a Wealth Coordinator with Avanti Wealth, a leading local provider. This full time role emphasizes support for wealth advisors while enhancing customer service and operational efficiency.

In this position, you will provide essential administrative support to Wealth Consultants. Key responsibilities include scheduling member appointments, managing advisor calendars, and maintaining member files. You will also process various financial transactions, improve customer service standards, and ensure accurate documentation.

Key Responsibilities:
• Support Wealth Advisors with member appointments and requests
• Organize and prioritize advisors' calendars effectively
• Enhance overall customer service standards




• Create and maintain accurate member files
• Process investment account deposits and withdrawals

Requirements:
• Post-secondary education in Office Administration preferred
• High accuracy while multitasking under pressure
• Excellent communication and organization skills
• Proficiency in Microsoft Excel and Word
• Ability to work independently and follow detailed procedures

Elevate your expertise in wealth management support and customer relations with Avanti Wealth.
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📌 Wealth Coordinator at Avanti Wealth (Ontario)
🏢 Penske
📍 Ontario