At a Glance
- Tasks: Support Investment Advisors with client reports, transactions, and portfolio monitoring.
- Company: Join a leading wealth advisory firm in Victoria.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for advancement in the finance industry.
- Why this job: Make a difference in clients' financial journeys while growing your career.
- Qualifications: 3 years in financial services, strong communication skills, and compliance knowledge.
The predicted salary is between 54000 - 66000 $ per year.
Support three Investment Advisors from the Victoria office through portfolio monitoring, transaction execution, and high-level client service.
Deliver specialized administrative support across diverse assignments.
As an Associate, you will support a full-service wealth advisory practice and work directly with the Associate Team Coordinator.
The position focuses on client reports, investment proposals, account communications, and Advisor support.
Strong organization, communication, and compliance knowledge are central to the work.
Key Responsibilities
- Service incoming client, Advisor, and partner telephone and email contacts
- Prepare client reports, financial plans, and investment proposals
- Execute transactions on behalf of Investment Advisors
- Monitor portfolios and daily trading activity
- Review and update Client Profiles
Requirements
- Minimum three years' financial services industry experience
- Strong English verbal and written communication skills
- Understanding of industry compliance regulations
- Proficiency with Microsoft Office and CRM systems
- CIRO Investment Representative licensing required
Bring financial services experience, portfolio monitoring, transaction support, and client communication skills to this Victoria Associate position.
Investment Advisor Support Associate in Victoria employer: Richardson Wealth
Richardson Wealth is an exceptional employer that fosters a supportive and innovative work culture, making it an ideal place for Credit Specialists to thrive. With a strong emphasis on employee growth and development, team members are encouraged to enhance their skills while contributing to the firm's commitment to regulatory excellence and client satisfaction. Located in a dynamic financial hub, employees benefit from a collaborative environment that values compliance and performance improvement, ensuring a rewarding career path.
