Assistant (Transition Support, Temporary)

1 week ago

Kitchener, Ontario, Canada Richardson Wealth Full time

Employment Status:

Temporary, Full-Time

Location:

Kitchener, ON

Department:

Retail

Reporting To:

Branch Management & Investment Advisor Team

Job Id:

KIT - 005

Job Level:

L3

Seniority Level:

Associate

Position Overview:

The incumbent of this position will support the planning and execution of new Advisor transitions on a national scope. They will support the team with the transition process and ensuring advisor arrival readiness. This is a temporary full time position.

Duties & Responsibilities:

  • Organize Due Diligence and Registration documentation for license transfer process
  • Coordinate the licensing documentation between the new team and the Registrations department to ensure activation upon hire
  • Provide onsite support at all transitions to assit with client communications, documentation preparation and training
  • Liaise with Branch Administrators to coordinate technology and onsite requirements for all new recruits and their team members
  • Liaise with the IT group to ensure setup upon team's arrival and to manage any technology issues that may arise during transition
  • Communicate with the Operations department to ensure processes and team and client inquiries addressed quickly
  • Assist Advisor teams with account opening on Dataphile and preparing new client packages for client delivery, in an accurate and timely manner
  • Train Advisor teams with internal and external platforms for client account opening and transfer process
  • Work closely with Branch Management posttransitions to monitor team progress and provide support as required
  • Maintain Branch Management onboarding site with process and documentation / tools / resources
  • Maintain transition sharepoint site with recruit files and documentation
  • Coordinate and order supplies for upcoming transitions

Skills & Qualifications:

  • 13 years transition and/or training experience or related direct retail brokerage/wealth management experience
  • Strong communication skills
  • Positive attitude and ability to work with various personality types
  • Ability to take initiative
  • Analytical and organizational skills
  • Solutionsoriented
  • Knowledge of Wealth Management Operations
  • Solid knowledge of Microsoft Office Suite
  • Ability to travel nationally

Education:

  • Post-Secondary Education
  • Canadian Securities Course (CSC), Conduct & Practices Handbook Course (CPH) an asset

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