Position Overview
We are seeking an individual to join our team in the Burlingtonoffice. 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, correspondance 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
Expected Salary & Benefits
The expected annualized base salary range for this role is $40,000-$65,000.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual's skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package including comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
Assistant in Burlington employer: Richardson Wealth Ltd
Richardson Wealth is an exceptional employer that prioritizes a collaborative and innovative work culture, making it an ideal place for professionals in the wealth management sector. With a strong focus on employee growth opportunities, comprehensive health benefits, and a performance-based incentive plan, employees are empowered to thrive in their roles while contributing to a modern digital investment experience. Located in Canada, the company fosters a supportive environment where strategic thinkers can influence change and drive impactful results across diverse teams.
