Assistant

Richardson Wealth; Montreal; On-site; CAD 52,000 - 76,000; Full time

Job summary

Richardson Wealth in Montréal seeks an Administrative Assistant to support Investment Advisors, handle client information, and manage account changes. The role emphasizes high-level client service and efficient office operations.

You will open accounts, prepare documents, respond to inquiries, coordinate meetings, and liaise with clients and professionals to ensure accurate NAAF, KYC updates, and timely settlements.

Qualifications

• 3+ years of experience in the financial services industry.
• Proficiency in MS Office suite and Salesforce.
• Strong client service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to prioritize, meet deadlines, and manage multiple projects.
• Self-reliance and proactivity.

Responsibilities

• Handle administrative tasks including opening accounts and updating client information.
• Support Investment Advisors with documentation and client communications.
• Coordinate client meetings and ensure timely follow-ups.
• Provide high-quality service via phone and email.
• Collaborate with clients and professionals for required documentation.

Skills

Client service

Communication skills

Organization

Time management

Prioritization

Team collaboration

Multitasking

Proactivity

Attention to detail

Education

Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)

CIRO Investment Representative designation

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Salesforce

Job description

Position Overview

We are seeking an individual to join our team in the Montréal 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 (this is a new role).

Duties and Responsibilities

Administrative Support

• Assume responsibility for all administrative tasks, including opening accounts, updating client information, applying financial and non-financial changes, and processing various money movement requests.
• Follow up as needed with clients, investment advisors, and various internal and external stakeholders while managing files carefully and maintaining a highly efficient workflow.
• Help plan and organize annual, monthly, and everyday team actions.
• Follow up on client transactions to ensure proper settlement and delivery

Investment Advisor Support

• Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports, NAAF and KYC Updates
• 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 client meetings, Tax Packages, Salesforce Data Integrity and other.

Client Service

• Provide professional, personalized, and high-quality client service by responding effectively to inquiries by phone, email, and other communication channels.
• Respond to client requests, demonstrating a solid understanding of traditional brokerage services and related administrative processes.
• Collaborate with clients’ accountants and other professionals by fulfilling requests for information and providing required documentation.

Qualifications

• At least 3 years of experience in the financial services industry
• Proficiency in Microsoft Office suite (especially Excel, Word, PowerPoint, and Outlook) and Salesforce
• Quick grasp of new technologies, platforms, and apps
• Excellent management and client relations skills
• Strong organizational skills and attention to detail
• Ability to set priorities, meet tight deadlines, and manage multiple projects simultaneously
• Self-reliance, high standards, and proactivity
• Excellent communication skills and the ability to collaborate effectively with multiple parties

Professional Designations (Asset):

• Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), or CIRO equivalent
• Licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative