Assistant

Richardson Wealth Ltd; Saskatoon; On-site; CAD 42,000 - 62,000; Full time

Job summary

Richardson Wealth Ltd in Saskatoon is seeking an Assistant to support Investment Advisors by delivering high-level client service and efficient administrative tasks. You will assist with account documentation, client reviews, presentations and reports to help grow the business.

Strong written and verbal English, superb client relationship skills, and proficiency with Microsoft Office and CRM systems are essential.

Qualifications

• Post-secondary education required.
• Superior client relationship skills.
• Excellent written and spoken English.
• Experience in financial sector or administrative work.
• Proficient with MS Office and CRM systems.

Responsibilities

• Serve incoming client and advisor inquiries by phone and email.
• Assist with account documentation, client reviews, presentations and reports.
• Support client relationships and respond to information requests.
• Follow up on trades to ensure proper settlement and delivery.
• Maintain expense records and general administrative duties.

Skills

Client relationships

Communication skills

MS Office

CRM systems

Organizational skills

Detail orientation

Team player

Time management

Multitasking

Education

Post-secondary education

Tools

Microsoft Office

Outlook

Excel

PowerPoint

CRM Maximizer

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