Assistant

Richardson GMP Ltd.; Toronto; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading Canadian wealth management firm is seeking an Assistant in their Toronto office to support Investment Advisors by ensuring client satisfaction and performing administrative tasks. Ideal candidates have strong communication skills, relevant experience in finance, and proficiency in Microsoft Office and CRM systems. This is an equal opportunity position, welcoming diverse applicants.

Benefits

Diverse, equitable, and inclusive environment

Employee development opportunities

Qualifications

• Proven superior client relationship management skills.
• Experience in the financial sector and/or administrative tasks.
• Strong verbal and written communication skills.

Responsibilities

• Provide professional servicing of incoming client contacts.
• Assist Investment Advisors in preparing account documentation.
• Foster client relationships and respond to information requests.

Skills

Client relationship management

Communication skills

Organizational skills

Attention to detail

Teamwork

Education

Post-secondary education

Completion of CSC and CPH courses

Tools

Microsoft Office

CRM systems

Job description

About Us

Richardson Wealth is a leading Canadian wealth management organization offering a boutique feel with big results. With offices across the country, we host some of Canada’s best investment advisors and are in a multi-year transformational growth phase to enhance an entrepreneurial, high-performing, advisor-centric culture.

Position Overview

We are seeking an individual to join our 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 facilitating the effective functioning of the team through administrative 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
• 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.

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