Assistant

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

Job summary

Richardson Wealth Limited in Montréal seeks an assistant to support Investment Advisors with client service, account openings, documentation, and money movements.

You will handle client inquiries, organize meetings, and maintain accurate client records in Salesforce and MS Office, contributing to an efficient team workflow. A background in financial services and strong organizational skills are essential; CSC/CIRO credentials are assets.

Qualifications

• Experience in financial services and client-facing roles.
• Proficient in MS Office and Salesforce with data accuracy.
• Strong organizational skills and attention to detail.
• Excellent communication and able to manage multiple tasks.

Responsibilities

• Assist Investment Advisors with account openings and documentation.
• Respond to client inquiries via phone and email with professionalism.
• Process money movement requests and update client information.
• Coordinate meetings and maintain organized client files.

Skills

Client relations

Attention to detail

Multi-tasking

Communication

Education

Canadian Securities Course (CSC)

CIRO Investment Representative

Tools

Microsoft Office

Salesforce

Job description

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 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

• 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

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.