Wealth Coordinator - Partner - Avanti Wealth

Avanti Wealth is a locally owned leading Wealth Management provider.  Avanti Wealth is looking for a self-motivated Wealth Coordinator with superior communication skills who is looking to be an integral part of our growing team. 

Wealth Coordinator

As a Wealth Coordinator, you will provide support to Avanti Wealth Advisors and will perform a variety of administrative duties related to wealth management services.

In summary, the Wealth Coordinator will:

·       Provide support to the Wealth Consultants by setting and preparing for member appointments, handling member requests, following up on credit union referrals, providing information about Avanti Wealth to members and non-members.  

·       Organize and prioritize advisor’s calendars.

·       Improve overall customer service standards that will lead to attracting and retaining new/existing members.

·       Create and maintain member files.

·       Process product applications, bill payments and prepare a variety of activity reports.

·       Process deposits and withdrawals from member investment accounts. Follow up on NSF payments for life contracts and preauthorized contributions to investment accounts.

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