Support Investment Advisors from the Pointe-Claire office through client service, account documentation, and organized administrative coordination in English and French.
This Assistant role supports business growth by helping Investment Advisors deliver high-level client service. You will manage contacts, prepare client reviews and reports, investigate account inquiries, and maintain accurate files. Regular communication with clients, partners, employees, branches, and executives outside Quebec requires English and French proficiency.
Key Responsibilities:
- Service incoming telephone and email contacts professionally
- Prepare account documentation, presentations, correspondence, and reports
- Respond to client information requests and account inquiries
- Request documentation and keep client files current
- Follow up on trades, expenses, filing, and office administration
Requirements:
- Post-secondary education
- Financial sector or administrative experience
- English and French oral and written proficiency
- Microsoft Office proficiency, including Word, Excel, PowerPoint, and Outlook
- Strong organization, communication, prioritization, and attention to detail
Bring bilingual client service, financial administration, and Microsoft Office skills to support Investment Advisors and clients in Pointe-Claire.
Bilingual Investment Advisor 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.
