Assistant

Richardson Wealth Ltd; Ottawa; On-site; CAD 42,000 - 54,000; Full time

Job summary

Richardson Wealth Ltd in Ottawa is seeking an Assistant to support Investment Advisors with documentation, client service, and administrative tasks. You will help prepare client reviews, presentations, and reports while maintaining high service standards.

Your role focuses on servicing inquiries, maintaining accurate records, and ensuring smooth follow-up on trades and client communications in a fast-paced financial environment.

Qualifications

• Superior client relationship management skills.
• Professional and friendly demeanor.
• Excellent verbal and written English communication.
• Experience in the financial sector or administrative roles.
• Strong proficiency with Microsoft Word, Excel, PowerPoint and Outlook.
• Experience with CRM systems such as Maximizer.
• Strong organizational skills.

Responsibilities

• Assist Investment Advisors with account documentation and reports.
• Service incoming client inquiries via phone and email.
• Support client relationships and respond to information requests.
• Follow up on client trades to ensure proper settlement.
• Maintain expense records and office administration.

Skills

CRM experience

Professional communication

English fluency

Microsoft Office

Organizational skills

Tools

Maximizer CRM

Microsoft Office Suite

Job description

Position Overview

We are seeking an individual to join our team in the Ottawaoffice. 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.

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, 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