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Wealth Coordinator - Partner - Avanti Wealth (Contract) - Jobs in Windsor Ontario

Aviso Wealth
Job LocationWindsor Ontario
EducationNot Mentioned
SalaryNot Mentioned
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull time

Job Description

An exciting and immediate career opportunity is currently available at Avanti Wealth for a:Wealth CoordinatorAvanti Wealth is a locally owned leading Wealth Management provider.Avanti Wealth is looking for a self-motivated, intelligent Wealth Coordinator with superior communication skills who is looking to be an integral part of our growing team.As a Wealth Coordinator, you will provide support to Avanti Wealth Advisors and will perform a variety of administrative duties related to wealth management.In summary, the Wealth Coordinator will:

  • Handle all incoming phone calls and walk-in inquiries.
  • Create and maintain member investment and insurance files.
  • Process bill payments and prepare activity reports.
  • Follow up on Insurance Renewals, NSF payments and Termination warnings for life contracts.
  • Process updates such as address, beneficiary, banking and marital status changes.
  • Available to complete all in person document signing for new accounts; account KYC updates; systematic plan changes; RRIF conversions; LIF unlocking applications; as well as Estate claims.
  • Complete daily credit and debit report.
  • Follow up and place trades for Advisor when required.
  • Follow up on all incoming transfers/missing documents/overdrafts.
  • Follow up on files in underwriting.
  • Assist in building the relationship with credit union management and staff.
  • Complete reminder calls for scheduled appointments.
  • Assist with referral tracking, calling and follow ups.
  • Manage social media channels, help create content, organize webinars, meetings, organize client events
  • Establish and maintain effective communication and cooperation with Avanti Wealth Representatives, Credit Union Staff, Aviso Regional Offices, Aviso Head Office, and other Aviso staff.
  • Other administrative duties as assigned.
The “must-have” skills and qualifications that we’re looking for are:
  • Completion of Canadian Securities Course, within one year.
  • Completion of Conduct and Practices and Wealth Management Essentials, within two years.
  • Completion of required CE Credits.
  • Full time hours Monday to Friday; Hours 9:00am until 5:00pm daily; Weekend hours as required by clients for documentation signing.

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