Investment Advisor Assistant — Client Service & Admin Support

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

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Job summary

Richardson Wealth Limited in Burlington, Canada, is seeking an Assistant to support Investment Advisors by facilitating client communications, preparing documentation, and maintaining client files. The role emphasizes strong client service, CRM usage, and organized administration within a collaborative team.

The ideal candidate has post-secondary education and experience in finance or admin, with proficiency in Microsoft Office and CRM systems.

Qualifications

• Superior client relationship management skills.
• Professional and friendly demeanor.
• Excellent verbal and written communication in English.
• Experience in financial sector or administrative roles.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with CRM systems such as Maximizer.
• Strong organizational skills.
• Meticulous attention to detail.
• Ability to prioritize and multitask.
• Team-oriented and quick learner of new technologies.

Responsibilities

• Support Investment Advisors by servicing client inquiries via phone and email.
• Assist with preparing account documentation, client reviews, presentations, correspondence, and reports.
• Foster and support client relationships; respond to information requests; resolve inquiries.
• Coordinate information/document collection to open accounts and maintain client files.
• Follow up on client trades to ensure proper settlement and delivery.
• Maintain expense records and spreadsheets; perform general administrative duties.

Skills

Client relationship management

Professional demeanor

Verbal & written English

Financial sector experience

Administrative experience

Microsoft Office

CRM systems (Maximizer)

Organization

Attention to detail

Team collaboration

Learning new technologies

Education

Post-secondary education

Tools

Microsoft Office

CRM Maximizer

Job description

Richardson Wealth Limited in Burlington, Canada, is seeking an Assistant to support Investment Advisors by facilitating client communications, preparing documentation, and maintaining client files. The role emphasizes strong client service, CRM usage, and organized administration within a collaborative team.

The ideal candidate has post-secondary education and experience in finance or admin, with proficiency in Microsoft Office and CRM systems.