Assistant

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

Job summary

Richardson Wealth in Saskatoon is seeking an Assistant to support Investment Advisors and provide high-level client service. The role focuses on servicing client inquiries, preparing documentation, and handling administrative tasks to ensure smooth operation of the team.

Key duties include client communications, account documentation preparation, and maintaining accurate records. Strong English communication and CRM experience are valued in this posted vacancy for a cooperative, detail-oriented

Qualifications

• Superior client relationship management skills.
• Professional and friendly demeanor.
• Excellent verbal and written communication in English.
• Relevant experience in the financial sector or administrative work.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with CRM systems such as Maximizer.
• Strong organizational skills.
• Meticulous attention to detail.
• Ability to multitask and meet deadlines.
• Team-oriented and quick learner.

Responsibilities

• Provide professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners.
• Assist Investment Advisors in preparing account documentation including client reviews, presentations, correspondence 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 to open accounts and keep files up to date.
• Follow up on client trades to ensure proper settlement and delivery.
• Maintain expense records and spreadsheets.
• Filing and general administrative duties as required.
• Adhere to internal processes and controls.

Skills

Client relationship management

Communication skills

Teamwork

Time management

Multitasking

Education

Post-secondary education

Tools

Microsoft Office

Maximizer CRM

Job description

Position Overview

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

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