Assistant

Richardson Wealth Limited; Toronto, Calgary, Vancouver; Remote; CAD 40,000 - 65,000; Full time

Job summary

Richardson Wealth Limited is seeking an Assistant to support Investment Advisors and contribute to high-level client service. The role involves handling client inquiries, preparing account documents, and maintaining organized records in a financial services setting.

The ideal candidate has post-secondary education, strong English communication, and proficiency with Microsoft Office and CRM systems such as Maximizer. Administrative experience in finance is a plus.

Qualifications

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

• Investment Advisor Support: Servicing incoming telephone and email contacts from clients, Advisors and partners; assist in preparing account documentation.
• Client Service: Foster and support client relationships; respond to information requests; investigate inquiries; collect information to open accounts; follow up on trades.

Skills

Client relationship management

Communication

Team player

Organizational skills

Multitasking

Attention to detail

Learning new technologies

Time management

Education

Post-secondary education

Tools

Microsoft Office

CRM Maximizer

Job description

Position Overview

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 detailAbility 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

The expected annualized base salary range for this role is $40,000-$65,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.