Assistant

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

Job summary

A leading Canadian wealth management organization is seeking an Assistant in Vancouver. Responsibilities include providing support to Investment Advisors, maintaining client relationships, and handling administrative tasks. The ideal candidate has strong client management skills, experience in finance, and proficiency in Microsoft Office. A competitive salary range of $45,000-$60,000 is offered, along with a comprehensive benefits package.

Benefits

Health and dental benefits

Wellness programs

Competitive salary

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.
• Quick learner of new technologies and programs.

Responsibilities

• Professional servicing of incoming telephone and email contacts from clients.
• Assist Investment Advisor(s) with account documentation and client meetings.
• Foster and support client relationships.
• Maintain expense records and spreadsheets and perform filing tasks.

Skills

Client relationship management

Verbal communication

Written communication

Microsoft Office proficiency

Organizational skills

Attention to detail

Multitasking

Teamwork

Education

Post-secondary education

Completion of Canadian Securities Course (CSC)

Completion of Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Maximizer CRM

Job description

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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 Vancouver 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 And Responsibilities

1. Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors, and other internal and external partners.
2. Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports, NAAF, and KYC Updates.
3. Assist the Investment Advisor(s) in preparing client meetings, Tax Packages, Maximizer Data Integrity, and other administrative tasks assigned.

Client Service :

1. Foster and support client relationships.
2. Respond to requests for information from clients.
3. Investigate and resolve inquiries related to accounts.
4. Request information and documentation from clients to open accounts and keep client files up to date.
5. Follow up on client trades to ensure proper settlement and delivery.

Administration :

1. Maintain expense records and spreadsheets.
2. Filing and general administrative office duties as required.
3. 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 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.
• Quick learner of 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.

The expected annualized base salary range for this role is $45,000-$60,000. The actual salary offered will consider factors such as skill, experience, education, market compensation, and internal equity.

Richardson offers a competitive total rewards package including comprehensive health & dental benefits and wellness programs.

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 behind-the-scenes colleagues, we focus on ensuring 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 committed to diversity, equity, and inclusion. We accommodate individual needs in line with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodations during the interview process.

Seniority level: Entry level

Employment type: Full-time

Job function: Administrative