Assistant

Richardson Wealth; Calgary; On-site; CAD 40,000 - 55,000; Full time

Job summary

Richardson Wealth is seeking an Assistant for its Calgary office. This entry-level role involves supporting Investment Advisors and ensuring high-level client service through various administrative tasks. Ideal candidates will be client-oriented, organized, and proficient in Microsoft Office. The firm values diversity and provides a supportive environment for its employees.

Qualifications

• Relevant financial or administrative experience desired.
• Must have strong client relationship management skills.
• Proficiency in Microsoft Office required.

Responsibilities

• Support Investment Advisors with client interactions and documentation.
• Manage client inquiries and foster relationships.
• Perform general administrative duties and maintain records.

Skills

Client relationship management

Verbal communication

Written communication

Organizational skills

Multitasking

Attention to detail

Teamwork

Education

Post-secondary education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office

CRM systems

Job description

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About Us
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
We are seeking an individual to join our team in the Calgary office. 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 administrative tasks.

Duties And Responsibilities

• Investment Advisor Support: Responsible for professional servicing of incoming telephone and email contacts from clients, Advisors, and other partners. Assist in preparing account documentation, client reviews, presentations, correspondence, reports, NAAF, and KYC updates. Support in preparing client meetings, Tax Packages, Maximizer Data Integrity, and other administrative tasks.
• Client Service: Foster and support client relationships. Respond to client inquiries, investigate and resolve account-related issues, request necessary documentation, and follow up on trades for proper settlement.
• Administration: Maintain expense records, handle filing, and perform general administrative duties. Adhere to professional standards and internal processes.

Qualifications

• Superior client relationship management skills
• Professional and friendly demeanor
• Excellent verbal and written English communication skills
• Relevant financial or administrative experience
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Experience with CRM systems like Maximizer
• Strong organizational skills and attention to detail
• Ability to prioritize, multitask, and work within deadlines
• Teamwork ability and quick learner of new technologies

Education

• Post-secondary education
• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) are assets

Why Apply

Our firm values expertise, enthusiasm, and empathy. We invest in our people and strive to create a thriving, inclusive environment. If you are innovative, self-driven, and client-centric, we want to hear from you.

Richardson Wealth is committed to diversity, equity, and inclusion, and provides accommodations during the interview process.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Administrative

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