Investment Advisor Assistant | Client Services

Richardson Wealth; Saskatoon; On-site; CAD 45,000 - 65,000; Full time

Job summary

Richardson Wealth in Saskatoon is seeking an Assistant to support Investment Advisors and provide high-level client service. The role focuses on servicing client inquiries, preparing documentation, and handling administrative tasks to ensure smooth operation of the team.

Key duties include client communications, account documentation preparation, and maintaining accurate records. Strong English communication and CRM experience are valued in this posted vacancy for a cooperative, detail-oriented

Qualifications

• Superior client relationship management skills.
• Professional and friendly demeanor.
• Excellent verbal and written communication in English.
• Relevant experience in the financial sector or administrative work.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with CRM systems such as Maximizer.
• Strong organizational skills.
• Meticulous attention to detail.
• Ability to multitask and meet deadlines.
• Team-oriented and quick learner.

Responsibilities

• Provide professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners.
• Assist Investment Advisors in preparing account documentation including client reviews, presentations, correspondence and reports.
• 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 files up to date.
• Follow up on client trades to ensure proper settlement and delivery.
• Maintain expense records and spreadsheets.
• Filing and general administrative duties as required.
• Adhere to internal processes and controls.

Skills

Client relationship management

Communication skills

Teamwork

Time management

Multitasking

Education

Post-secondary education

Tools

Microsoft Office

Maximizer CRM

Job description

Richardson Wealth in Saskatoon is seeking an Assistant to support Investment Advisors and provide high-level client service. The role focuses on servicing client inquiries, preparing documentation, and handling administrative tasks to ensure smooth operation of the team.

Key duties include client communications, account documentation preparation, and maintaining accurate records. Strong English communication and CRM experience are valued in this posted vacancy for a cooperative, detail-oriented