Assistant

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

Job summary

Richardson Wealth in Toronto is seeking an Assistant to support Investment Advisors and deliver high-level client service. The role focuses on administrative tasks that keep the team efficient and client-centric, in a busy office setting.

You will assist in preparing client reviews and reports, foster relationships, and handle inquiries from clients. A Post-secondary education and strong MS Office skills are required, with experience in CRM Maximizer valued.

Qualifications

• Professional and friendly client service mindset.
• Experience in financial services or administrative duties.
• Proficient with MS Office and CRM systems.
• Strong communication and organizational skills.
• Ability to multitask and work within deadlines.

Responsibilities

• Provide professional servicing of incoming client, advisor and partner inquiries.
• Assist Investment Advisors with preparing account documents and reports.
• Support client relationships and respond to information requests.
• Open accounts by gathering necessary information and documents.
• Follow up on client trades to ensure proper settlement.
• Maintain expense records and office filing and admin duties.
• Adhere to internal processes and professional standards.

Skills

Superior client relationship mgmt

Excellent communication (verbal & in‑E

MS Office proficiency

CRM Maximizer experience

Strong organizational skills

Attention to detail

Multitasking & time management

Teamwork

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.