Position Overview
We are seeking an individual to join our team in the Toronto 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 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, correspondence 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
The expected annualized base salary range for this role is $40,000-$55,000.
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.
If so, we’re ready to invest in you.
Skills Required
- Post-secondary education
- Relevant experience in the financial sector and/or administrative experience
- Superior client relationship management skills
- Professional and friendly manner
- Excellent verbal and written communication skills in English
- Excellent proficiency with Microsoft Office, particularly Word, Excel, PowerPoint, and Outlook
- Experience with 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
What We Do
Richardson Wealth is a Canadian independent wealth-management firm serving high-net-worth individuals and families through advisory teams across the country. It provides personalized financial planning and investment management, along with estate and legacy planning, retirement strategies, tax planning, insurance solutions, portfolio management and wealth-transfer guidance. The firm emphasizes boutique, client-focused advice, helping clients grow, protect and transition their wealth over time.
