Wealth Coordinator – Partner – Avanti Wealth (Contract)

Job title:

Wealth Coordinator – Partner – Avanti Wealth (Contract)

Company

Aviso Wealth

Job description

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.

Expected salary

Location

Windsor, ON

Job date

Sat, 15 Feb 2025 05:53:49 GMT

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