Assistant

Job summary

The Assistant will provide administrative support to Investment Advisors, including preparing account documentation and managing client correspondence. They are also responsible for fostering client relationships, resolving account inquiries, and ensuring accurate record-keeping.

Job details

About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture. Position Overview We are seeking an individual to join our team in the Calgary office. As an Assistant 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. 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 Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports 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 • Follow up on client trades to ensure proper settlement and delivery 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 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 and Outlook • Experience with Client Relationship Management (CRM) systems such as Maximizer • 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 Education • Post-secondary education Why Apply: Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric? If so, we’re ready to invest in you. Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

What you’ll do

The Assistant will provide administrative support to Investment Advisors, including preparing account documentation and managing client correspondence. They are also responsible for fostering client relationships, resolving account inquiries, and ensuring accurate record-keeping.

Requirements

Candidates must have post-secondary education and relevant experience in the financial or administrative sector. Proficiency in Microsoft Office and CRM software, along with strong communication and organizational skills, is required.

Listed skills

• Time management · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Multitasking · Preferred
• Microsoft Office · Preferred
• CRM Systems · Preferred
• Microsoft Word · Preferred
• Communication Skills · Preferred
• Client Relationship Management · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client relationship management
• Administrative support
• Microsoft Office
• Word
• Excel
• PowerPoint
• Outlook
• CRM systems
• Maximizer
• Communication skills
• Organizational skills
• Attention to detail
• Multitasking
• Time management
• Financial sector knowledge
• Empathy
• Organizational Skills
• Administrative Functions
• Quick Learning
• Microsoft Excel
• Customer Relationship Management
• Spreadsheets
• Communication
• English Language
• Settlement
• Front Office
• Innovation
• Microsoft Outlook
• Microsoft PowerPoint
• Presentations
• Wealth Management
• Time Management
• Filing
• Prioritization
• Teamwork
• Enthusiasm
• Detail Oriented

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Assistant
• Client Relationship Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products