Assistant

Richardson Wealth Ltd; Toronto; Hybrid; CAD 40,000 - 65,000; Full time

Job summary

An innovative wealth management organization is seeking a dedicated Assistant to support Investment Advisors in providing exceptional client service. This role involves managing client communications, preparing documentation, and ensuring smooth administrative operations. The ideal candidate will possess strong client relationship skills, proficiency in Microsoft Office, and a keen attention to detail. Join a firm committed to fostering a collaborative and inclusive environment where your contributions will be valued and recognized. If you thrive in a dynamic setting and are passionate about client service, this opportunity is perfect for you.

Qualifications

• Experience in client relationship management and administration.
• Proficient in Microsoft Office and CRM systems.

Responsibilities

• Support Investment Advisors with client documentation and meetings.
• Maintain client relationships and respond to inquiries.

Skills

Client Relationship Management

Verbal Communication

Written Communication

Microsoft Office Suite

Organizational Skills

Attention to Detail

Multitasking

Teamwork

Adaptability to New Technologies

Administrative Experience

Education

Post-secondary Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Maximizer CRM

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

May 5, 2025

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.

#LI-Hybrid

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.