Position Overview
We are seeking an individual to join our team in the Pointe-Claire 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 role is required to engage, orally and in writing in interactions with clients, partners, employees, branches and executives located outside Quebec. These interactions may be complex and regular, most often on a daily basis, therefore due to the extent of the interactions in English, this role requires oral and written proficiency in English and French when based in Quebec. 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
Assistant in Pointe-Claire 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.
