Assistant

Richardson Wealth Ltd; Burlington; On-site; CAD 40,000 - 65,000; Full time

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Job summary

Richardson Wealth Ltd in Burlington is seeking an Assistant to support Investment Advisors with client service and administrative tasks, helping grow the business. You will handle client inquiries, prepare account documentation, and assist with reviews, correspondence and reports, while maintaining high professional standards.

In this role you will foster client relationships, respond to requests, and ensure proper settlement of client trades.

Qualifications

• Superior client relationship management skills.
• Professional and friendly demeanor.
• Excellent verbal and written English communication.
• Experience in financial sector or administrative roles.
• Proficient with Word, Excel, PowerPoint and Outlook.
• Familiar with CRM systems such as Maximizer.
• Strong organizational skills and meticulous attention to detail.
• Ability to multitask, prioritize and meet deadlines.
• Team player who can learn new technologies quickly.

Responsibilities

• Provide professional servicing of client and advisor inquiries via phone and email.
• Assist Advisors with preparing account documentation, reviews and reports.
• Support client relationships and respond to information requests.
• Follow up on client trades to ensure proper settlement and delivery.
• Maintain expense records and filing; perform general administrative duties.
• Adhere to internal processes and controls.

Skills

Client relations

Communication skills

MS Office

CRM Maximizer

Organizational skills

Teamwork

Attention to detail

Tech adaptability

Education

Post-secondary education

Tools

Microsoft Office

Maximizer CRM

Job description

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

Expected Salary & Benefits

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.