Assistant

Richardson Wealth Ltd; Pointe-Claire; On-site; CAD 40,000 - 55,000; Full time

Job summary

Richardson Wealth Ltd in Pointe-Claire is looking for an Assistant to support Investment Advisors, deliver high-level client service, and ensure efficient team operations through strong administration. The role involves daily client interactions in English and French, across Quebec and beyond.

As a key member, you will help prepare account documentation, client reviews, presentations and reports, while maintaining accurate records and timely follow-ups on trades.

Qualifications

• Superior client relationship management skills.
• Excellent verbal and written communication in English.
• Experience in the financial sector and/or administrative experience.
• Excellent proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with 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.

Responsibilities

• Provide 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.
• 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.
• 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.

Skills

Client relationship management

Professional communication

Microsoft Office

CRM Maximizer

Organizational skills

Attention to detail

Multitasking

Teamwork

Learning new technologies

Education

Post-secondary education

Tools

Word

Excel

PowerPoint

Outlook

Maximizer CRM

Job description

Position Overview

We are seeking an individual to join our team in the Pointe-Claire 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 role is required to engage, orally and in writing in interactions with clients, partners, employees, branches and executives located outside Quebec. These interactions may be complex and regular, most often on a daily basis, therefore due to the extent of the interactions in English, this role requires oral and written proficiency in English and French when based in Quebec. This is an existing vacancy.

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
• 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