Assistant

Richardson Wealth Ltd; Montreal; On-site; CAD 45,000 - 65,000; Full time

Job summary

Richardson Wealth Ltd in Montréal is seeking an assistant to support the Investment Advisor(s) by handling administration, client service, and workflow management, ensuring high-quality service and efficient operations.

The ideal candidate has at least three years in financial services, strong Microsoft Office and Salesforce skills, excellent communication, and the ability to prioritize multiple tasks in a fast-paced environment.

Qualifications

• 3+ years in the financial services industry
• Proficient with Microsoft Office and Salesforce
• Strong organizational and communication skills
• Ability to prioritize multiple tasks and meet deadlines
• Self-motivated with attention to detail and professionalism

Responsibilities

• Provide administrative support including client files, account openings, and data updates
• Assist Investment Advisors with client communications, meetings, and documentation
• Deliver high-quality client service via phone and email, coordinating with internal/external partners
• Maintain accurate records and ensure timely processing of transactions and paperwork

Skills

Client relations

Time management

Attention to detail

Communication

Adaptability

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

CIRO Investment Representative license

Tools

Microsoft Office Suite

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