Support Investment Advisors in Burlington through client service, account documentation, and organized administration for a functioning financial services team.
This Assistant contributes to business growth by supporting Investment Advisors and delivering high-level client service. The position includes preparing client reviews, presentations, correspondence, and reports. It also requires communication with clients, Advisors, and internal and external partners.
Key Responsibilities:
- Professionally service incoming telephone and email contacts
- Prepare account documentation, reviews, presentations, correspondence, and reports
- Respond to client information requests and account inquiries
- Request documentation and maintain updated client files
- Follow up on trades for proper settlement and delivery
Requirements:
- Relevant financial sector or administrative experience
- Excellent English verbal and written communication skills
- Proficiency with Word, Excel, PowerPoint, and Outlook
- Experience with CRM systems such as Maximizer
- Post-secondary education and strong organizational skills
Apply client service, communication, and financial administration skills while supporting Investment Advisors and Burlington client relationships.
Investment Advisor Support 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.
