Assistant

Richardson Wealth Ltd; Calgary; On-site; CAD 45,000 - 60,000; Full time

Job summary

Richardson Wealth Ltd. in Calgary is seeking an Assistant to join our team in the Calgary office, supporting Investment Advisors, delivering high-quality client service and ensuring smooth team operations through administrative tasks.

The role focuses on servicing client inquiries, preparing account documentation, maintaining files, and coordinating with Advisors to support client trades and account setup in a fast-paced wealth management environment.

Qualifications

• Superior client relationship management skills.
• 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 (Word, Excel, PowerPoint, 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.

Responsibilities

• Provide 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, correspondence and reports.
• 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.
• 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.

Skills

Client relationships

Communication skills

Team player

Organizational skills

Multitasking

Learning agility

Education

Post-secondary education

Tools

Microsoft Office

CRM systems (Maximizer)

Job description

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 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, correspondence 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