Assistant, Team Coordinator

Richardson Wealth; Vancouver; On-site; CAD 40,000 - 65,000; Full time

Job summary

Richardson Wealth in Vancouver is seeking an Assistant, Team Coordinator to support Investment Advisors, ensure high-level client service and keep the team organized through admin tasks and event planning.

The role involves calendar management, travel arrangements, preparing account documentation, handling inquiries, and coordinating marketing and client events, with strong English communication and CRM experience preferred.

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 (Word, Excel, PowerPoint, Outlook) and Copilot.
• Experience with Client Relationship Management (CRM) systems such as Salesforce.
• Strong organizational skills.
• Meticulous attention to detail.
• Ability to prioritize, multitask, meet deadlines and follow-up.
• Ability to work in a team environment.
• Ability to quickly learn new technologies and programs.

Responsibilities

• Investment Advisor Support: handling client, Advisor, and partner inquiries via phone and email.
• Assist Advisors in preparing account documentation, reviews, presentations, correspondence and reports.
• Manage Advisors' calendars and coordinate meetings.
• Keep Advisors informed of upcoming commitments and responsibilities.
• Arrange travel for Advisors and process expenses.
• Assist with coordinating marketing and client events.

Job description

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 Vancouver office. As an Assistant, Team Coordinator 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 and planning and execution of client events.

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 Advisors in preparing account documentation including client reviews, presentations, correspondence and reports
• Manage the Advisors calendar and co-ordinate meetings
• Work with the Advisors to keep them informed of upcoming commitments and responsibilities
• Make travel arrangements and reservations for the Advisors
• Processes expenses
• Assisting with the coordination of marketing and event planning

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

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
• Collaborates with internal and external participants to deliver on business objectives
• Work as a point of contact on all matters pertaining to the Advisors including those of a confidential nature

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, Outlook and Copilot
• Experience with Client Relationship Management (CRM) systems such as Salesforce
• 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
• Team player will be well versed in their ability to anticipate needs of company leaders and confident in their ability to maintain organization

Education

• Post-secondary education

The expected annualized base salary range for this role is $40,000-$65,000. 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.

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.