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
If so, we’re ready to invest in you.
Skills Required
- Superior client relationship management skills
- 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 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
- Post-secondary education
- Oral and written proficiency in English and French when based in Quebec
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.
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