Assistant

Richardson Wealth; Ottawa; On-site; CAD 42,000 - 56,000; Full time

Job summary

Richardson Wealth in Ottawa is seeking an Administrative Assistant to support Investment Advisors by handling client inquiries, preparing account documentation, reviews, presentations, and reports, and ensuring smooth daily operations.

You will foster client relationships, respond to information requests, coordinate with internal teams, maintain filing and expense records, and uphold firm procedures and controls while delivering higher service standards.

Qualifications

• Superior client relationship management skills.
• Professional and friendly demeanor.
• Excellent verbal and written communication in English.
• Relevant experience in the financial sector and/or administrative experience.
• Excellent proficiency with Microsoft Word, Excel, PowerPoint and Outlook.
• Experience with Client Relationship Management (CRM) systems such as Maximizer.

Responsibilities

• Handle client inquiries via phone and email from clients and Advisors.
• Assist Investment Advisor(s) in preparing account documentation, client reviews, presentations, correspondences and reports.
• Maintain expense records and spreadsheets; filing and general administrative duties.

Skills

Client relationships

English fluency

Professional demeanor

Organizational skills

CRM experience (Maximizer)

MS Office proficiency

Tools

Maximizer CRM

Microsoft Office

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