Assistant

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

Job summary

Richardson Wealth Ltd is seeking an Assistant for our Toronto office to support Investment Advisors and enhance client service. You will handle client inquiries, prepare documentation, and maintain files with a focus on accuracy and timely responses.

The role emphasizes professional client interaction, CRM usage, and collaborative team work, within a structured administrative setting.

Qualifications

• Superior client relationship management skills.
• Excellent verbal and written communication in English.
• Experience in financial sector and/or administrative experience.
• Proficiency with Microsoft Office suite (Word/Excel/PowerPoint/Outlook).
• Experience with CRM Maximizer.
• Strong organizational skills and attention to detail.
• Ability to prioritize, multitask, and meet deadlines.
• Team-oriented and collaborative work style.
• Quick learner of new technologies and programs.

Responsibilities

• Support Investment Advisors by handling client inquiries via phone and email.
• Assist in preparing account documentation, client reviews, presentations, and reports.
• Foster and maintain client relationships and respond to information requests.
• Open and maintain client files, ensure proper settlement and delivery of trades.
• Manage expenses and perform general administrative duties while adhering to internal controls.

Skills

Client relations

Communication

Microsoft Office

CRM Maximizer

Teamwork

Organizational skills

Detail orientation

Multitasking

Learning agility

Education

Post-secondary education

Tools

Microsoft Word

Excel

PowerPoint

Outlook

CRM Maximizer

Job description

Position Overview

We are seeking an individual to join our team in the Toronto 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 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, correspondence 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

The expected annualized base salary range for this role is $40,000-$55,000.

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.