Assistant, Team Coordinator

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

Job summary

Richardson Wealth Ltd in Vancouver is seeking an Assistant, Team Coordinator to support Investment Advisors by handling client inquiries, preparing documentation, coordinating calendars, arranging travel, and assisting with events. The role emphasizes excellent client service, organizational skills, and teamwork within a fast-paced, professional environment.

You will interact with clients and internal partners, maintain records, and contribute to high standards of service while supporting

Qualifications

• Superior client relationship management skills.
• Professional and friendly demeanor.
• Excellent verbal and written communication in English.
• Experience in financial sector and/or admin roles.
• Proficient with Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and CRM systems such as Salesforce.
• Strong organizational skills and meticulous attention to detail.
• Ability to multitask, prioritize, and meet deadlines.
• Team player with ability to anticipate needs of leaders.

Responsibilities

• Provide professional servicing of client inquiries via phone and email.
• Assist Advisors with account documentation, reviews, presentations, and reports.
• Manage Advisors' calendars and coordinate meetings.
• Inform Advisors about upcoming commitments and travel arrangements.
• Process expenses and support marketing/event planning.
• Foster and support client relationships and respond to information requests.
• Maintain expense records and filing; support general admin duties.
• Collaborate with internal/external partners to meet business objectives.

Skills

Client relationship mgmt

Professional demeanor

English communication

CRM systems

Microsoft Office

Salesforce

Organization

Attention to detail

Multitasking

Teamwork

Technology adaptability

Anticipate needs

Education

Post-secondary education

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Copilot

Job description

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

Salary

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.