Position Overview
We are seeking an individual to join our team in the Montréal 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 (this is a new role).
Duties and Responsibilities
Administrative Support:
• Assume responsibility for all administrative tasks, including opening accounts, updating client information, applying financial and non-financial changes, and processing various money movement requests.
• Follow up as needed with clients, investment advisors, and various internal and external stakeholders while managing files carefully and maintaining a highly efficient workflow.
• Help plan and organize annual, monthly, and everyday team actions.
• Follow up on client transactions to ensure proper settlement and delivery
Investment Advisor Support:
• Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports, NAAF and KYC Updates
• 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 client meetings, Tax Packages, Salesforce Data Integrity and other.
Client Service:
• Provide professional, personalized, and high-quality client service by responding effectively to inquiries by phone, email, and other communication channels.
• Respond to client requests, demonstrating a solid understanding of traditional brokerage services and related administrative processes.
• Collaborate with clients’ accountants and other professionals by fulfilling requests for information and providing required documentation.
Qualifications
• At least 3 years of experience in the financial services industry
• Proficiency in Microsoft Office suite (especially Excel, Word, PowerPoint, and Outlook) and Salesforce
• Quick grasp of new technologies, platforms, and apps
• Excellent management and client relations skills
• Strong organizational skills and attention to detail
• Ability to set priorities, meet tight deadlines, and manage multiple projects simultaneously
• Self-reliance, high standards, and proactivity
• Excellent communication skills and the ability to collaborate effectively with multiple parties
Professional Designations (Asset):
• Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), or CIRO equivalent
• Licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative
If so, we’re ready to invest in you.
Skills Required
- At least 3 years of experience in the financial services industry
- Proficiency with Microsoft Office, including Excel, Word, PowerPoint, and Outlook
- Proficiency with Salesforce
- Ability to quickly learn new technologies, platforms, and applications
- Excellent management and client relations skills
- Strong organizational skills and attention to detail
- Ability to prioritize, meet tight deadlines, and manage multiple projects simultaneously
- Self-reliance, high standards, and proactivity
- Excellent communication and collaboration skills
- Completion of the Canadian Securities Course and Conduct and Practices Handbook, or CIRO equivalent
- CIRO licensing as an Investment Representative
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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