Investment Advisor Support Specialist

Richardson Wealth; Toronto; Sur place; CAD 40 000 - 55 000; Plein temps

Résumé du poste

Richardson Wealth is seeking an Assistant at our Toronto office to support Investment Advisors with client service, documentation, and administrative duties. The role focuses on servicing client inquiries, preparing reviews and reports, and helping the team operate efficiently.

Strong communication and CRM experience are valued. The base salary range is $40,000–$55,000 annually, with consideration of skills, experience, and internal equity.

Qualifications

• Post-secondary education completed.
• Relevant experience in financial services or administration.
• Excellent verbal and written English skills.

Responsabilités

• Provide professional service to clients, Advisors and partners by phone and email.
• Assist Advisors with preparing account documentation, reviews and reports.
• Support client relationships and respond to information requests.
• Manage administrative tasks, filing, and expense records.

Connaissances

Client relationships

Communication

Organizational skills

Team player

Multitasking

MS Office

CRM Maximizer

Attention to detail

Formation

Post-secondary education

Outils

Microsoft Word

Microsoft Excel

PowerPoint

Microsoft Outlook

Description du poste

Richardson Wealth is seeking an Assistant at our Toronto office to support Investment Advisors with client service, documentation, and administrative duties. The role focuses on servicing client inquiries, preparing reviews and reports, and helping the team operate efficiently.

Strong communication and CRM experience are valued. The base salary range is $40,000–$55,000 annually, with consideration of skills, experience, and internal equity.