Assistant

Richardson Wealth Limited; Burlington; Sur place; CAD 40 000 - 65 000; Plein temps

Avantages offerts par ce poste

Health & dental benefits

RRSP matching

Paid time off

Résumé du poste

Richardson Wealth Limited in Burlington, Canada, is seeking an Assistant to support Investment Advisors by facilitating client communications, preparing documentation, and maintaining client files. The role emphasizes strong client service, CRM usage, and organized administration within a collaborative team.

The ideal candidate has post-secondary education and experience in finance or admin, with proficiency in Microsoft Office and CRM systems.

Qualifications

• Superior client relationship management skills.
• Professional and friendly demeanor.
• Excellent verbal and written communication in English.
• Experience in financial sector or administrative roles.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with CRM systems such as Maximizer.
• Strong organizational skills.
• Meticulous attention to detail.
• Ability to prioritize and multitask.
• Team-oriented and quick learner of new technologies.

Responsabilités

• Support Investment Advisors by servicing client inquiries via phone and email.
• Assist with preparing account documentation, client reviews, presentations, correspondence, and reports.
• Foster and support client relationships; respond to information requests; resolve inquiries.
• Coordinate information/document collection to open accounts and maintain client files.
• Follow up on client trades to ensure proper settlement and delivery.
• Maintain expense records and spreadsheets; perform general administrative duties.

Connaissances

Client relationship management

Professional demeanor

Verbal & written English

Financial sector experience

Administrative experience

Microsoft Office

CRM systems (Maximizer)

Organization

Attention to detail

Team collaboration

Learning new technologies

Formation

Post-secondary education

Outils

Microsoft Office

CRM Maximizer

Description du poste

Position Overview

We are seeking an individual to join our team in the Burlingtonoffice. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.

This is an existing vacancy.

Duties and Responsibilities

Investment Advisor Support:

• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
• Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports

Client Service:

• Foster and support client relationships
• Respond to requests for information from clients
• Investigate and resolve inquiries related to accounts
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery

Administration:

• Maintain expense records and spreadsheets
• Filing and general administrative office duties as required

Adhere to professional practices and standards, as well as internal processes and controls

Qualifications

• Superior client relationship management skills
• Demonstrate a professional and friendly manner
• Excellent verbal and written communication skills in English
• Relevant experience in the financial sector and/or administrative experience
• Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
• Experience with Client Relationship Management (CRM) systems such as Maximizer
• Strong organizational skills
• Meticulous attention to detail
• Ability to prioritize, multitask, work within time constraints and follow-up
• Ability to work in a team environment
• Ability to quickly learn new technologies and programs

Education

• Post-secondary education

The expected annualized base salary range for this role is $40,000-$65,000

The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

Richardson offers a competitive total rewards package including comprehensive health & dental benefits, a group RRSP matching plan and paid time off.