Assistant

Richardson Wealth; Calgary; On-site; CAD 42,000 - 62,000; Full time

Job summary

Richardson Wealth in Calgary is seeking an Assistant to support Investment Advisors by handling client communications, preparing documents, and ensuring smooth daily operations. This role focuses on delivering high‑quality service and accurate administration to help the team grow.

You will manage client inquiries, coordinate account paperwork, maintain records, and support client meetings with precise reporting.

Qualifications

• Strong client relationship skills and professional demeanor.
• Proficient in MS Office suite and CRM systems.
• Clear verbal and written English communication.

Responsibilities

• Assist Investment Advisors by servicing client inquiries via phone and email.
• Prepare client reviews, presentations, correspondence and reports.
• Coordinate account documentation and ensure timely completion of paperwork.
• Maintain client files and support daily office operations.

Skills

Client relationship management

Microsoft Office proficiency

CRM systems (Maximizer)

Excellent communication

Team player

Multitasking

Education

Post-secondary education

Tools

Maximizer CRM

MS Office (Word, Excel, PowerPoint, Outlook)

Job description

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.

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

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.