Investment Advisor Support Specialist – Montréal

Richardson Wealth; Montreal; On-site; CAD 52,000 - 76,000; Full time

Job summary

Richardson Wealth in Montréal seeks an Administrative Assistant to support Investment Advisors, handle client information, and manage account changes. The role emphasizes high-level client service and efficient office operations.

You will open accounts, prepare documents, respond to inquiries, coordinate meetings, and liaise with clients and professionals to ensure accurate NAAF, KYC updates, and timely settlements.

Qualifications

• 3+ years of experience in the financial services industry.
• Proficiency in MS Office suite and Salesforce.
• Strong client service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to prioritize, meet deadlines, and manage multiple projects.
• Self-reliance and proactivity.

Responsibilities

• Handle administrative tasks including opening accounts and updating client information.
• Support Investment Advisors with documentation and client communications.
• Coordinate client meetings and ensure timely follow-ups.
• Provide high-quality service via phone and email.
• Collaborate with clients and professionals for required documentation.

Skills

Client service

Communication skills

Organization

Time management

Prioritization

Team collaboration

Multitasking

Proactivity

Attention to detail

Education

Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)

CIRO Investment Representative designation

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Salesforce

Job description

Richardson Wealth in Montréal seeks an Administrative Assistant to support Investment Advisors, handle client information, and manage account changes. The role emphasizes high-level client service and efficient office operations.

You will open accounts, prepare documents, respond to inquiries, coordinate meetings, and liaise with clients and professionals to ensure accurate NAAF, KYC updates, and timely settlements.