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 Woolwich office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisors, ensuring high-level client service, and effective functioning of the team through administration-related tasks.
This is a part-time (20 hours/week), 12 month contract position with potential for contract extension.
Duties and Responsibilities
Investment Advisor Support:
• Assist the Investment Advisors in preparing account documentation including client reviews, presentations, correspondence and reports
Client Service:
• Foster and support client relationships
• 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
Administration:
• Prepare all client reports for monthly, quarterly or semi-annual distribution 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.
