Assistant

2 weeks ago


Burlington, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Burlington, ON

**Department**:
Retail

**Reporting To**:
Investment Advisor(s) and Branch Management Team

**Job Id**:
BUR - 009

**Job Level**:
L4

**Seniority Level**:
Associate

**Position Overview**:
We are seeking an individual to join our team in the Burlington office. As an Assistant the incumbent will contribute to growing the business by providing support to the team, ensuring high-level client service, and effective functioning of the team through administration-related tasks.

**Duties & Responsibilities**:

- Investment Advisor Support:_
- 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
- Update and maintain client relationship management system
- Assist with marketing initiatives
- Filing and general administrative office duties as required
- Adhere to professional practices and standards, as well as internal processes and

**Skills & 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

**Education**:

- Post-secondary education
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset
- Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative will be advantageous


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