Assistant

Richardson Wealth Limited; Ottawa; On-site; CAD 40,000 - 65,000; Full time

Benefits offered by this job

Health & dental benefits

RRSP matching plan

Paid time off

Job summary

Richardson Wealth Limited in Ottawa is seeking an Assistant to support the Investment Advisors, ensure high-level client service, and enable the team through efficient administration.

This is an existing vacancy with responsibilities spanning client contact, documentation, account opening, and trade follow-up, backed by a strong benefits package and a focus on teamwork.

Qualifications

• Professional client relationship management experience.
• Friendly, professional demeanor and strong communication skills.
• Excellent verbal and written English communication.
• Experience in financial services or related administrative roles.
• Advanced proficiency with Word, Excel, PowerPoint and Outlook.
• Experience with CRM systems such as Maximizer.
• Strong organizational skills and meticulous attention to detail.
• Ability to prioritize, multitask, and meet deadlines.
• Team-oriented with collaborative mindset.
• Ability to quickly learn new technologies and programs.

Responsibilities

• Provide professional servicing of incoming calls and emails from clients and partners.
• Assist Investment Advisors with preparing account documentation and client materials.
• Support client relationships and respond to information requests from clients.
• Open accounts and maintain up-to-date client files and documentation.
• Follow up on client trades to ensure proper settlement and delivery.
• Maintain expense records and general administrative duties.
• Adhere to internal processes and controls.

Skills

Client relations

Professional demeanor

English communication

Financial sector experience

Administrative discipline

MS Office (Word, Excel, PowerPoint,Out

CRM systems (Maximizer)

Organizational skills

Attention to detail

Multitasking

Team player

Adaptability to new tech

Education

Post-secondary education

Tools

Microsoft Office

CRM Maximizer

Job description

Who We Are

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 Ottawa 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

• 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, correspondance 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

The expected annualized base salary range for this role is $40,000-$65,000

The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

Richardson offers a competitive total rewards package including comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

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.