Assistant

Richardson Wealth; Toronto; On-site; CAD 45,000 - 60,000; Full time

Job summary

Join Richardson Wealth as an Assistant in Toronto, where you'll provide essential support to Investment Advisors and ensure high-quality client service. This role involves managing client relationships, preparing presentations and documentation, and carrying out general administrative duties within a dynamic wealth management environment. Ideal candidates possess strong organizational skills, attention to detail, and experience in finance or administration.

Benefits

Diverse, equitable, and inclusive work environment

Support for continued professional development

Qualifications

• Foster and support client relationships through effective communication.
• Assist with administrative tasks, client account documentation, and meeting preparations.
• Demonstrate excellent proficiency in Microsoft Office and CRM systems.

Responsibilities

• Support Investment Advisors with client communications and documentation.
• Maintain client accounts and assist with resolving inquiries.
• Perform general administrative tasks including filing and record keeping.

Skills

Client relationship management

Communication

Organizational skills

Attention to detail

Teamwork

Education

Post-secondary education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office

Client Relationship Management (CRM) systems

Job description

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About Us

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

About Us

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

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.

Duties & 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, NAAF and KYC Updates
• Assist the Investment Advisor (s) in preparing client meetings, Tax Packages, Maximizer Data Integrity and other administrative tasks assigned.
  
  

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 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.
  
  

Skills & 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
• Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset.
  
  

Why Apply

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

We are a proud partner of Pride at Work Canada.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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