Assistant

Richardson Wealth Ltd; Calgary; On-site; CAD 40,000 - 70,000; Full time

Job summary

Join a leading wealth management organization in Calgary as an Assistant, where you'll support Investment Advisors and ensure exceptional client service. This role is pivotal in maintaining client relationships, preparing documentation, and managing administrative tasks. The firm prides itself on its collaborative culture and commitment to employee growth. If you're a detail-oriented individual with a passion for client service and a knack for organization, this position offers a fantastic opportunity to thrive in a dynamic environment. Be part of a team that values innovation and inclusivity.

Qualifications

• Experience in financial sector and administrative tasks.
• Proficient in Microsoft Office Suite.

Responsibilities

• Support Investment Advisors with client documentation and inquiries.
• Maintain client relationships and ensure high-level service.

Skills

Client Relationship Management

Microsoft Office

Communication Skills

Organizational Skills

Attention to Detail

Multitasking

CRM Systems (Maximizer)

Education

Post-secondary education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Maximizer

Job description

525 8 Ave SW, Calgary, AB T2P 1G1, Canada Req #378

March 11, 2025

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 administration-related tasks.

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, NAAF and KYC Updates
• Assist the Investment Advisor (s) in preparing client meeting, Tax Packages, Maximizer Data Integrity and other administrative task assigned
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
• Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process. We are a proud partner of Pride at Work Canada.