Marketing Assistant

4 days ago


North York, Canada Richardson Wealth Full time

Position Overview

We are seeking an individual to join our team in the North York office. As an Assistant the incumbent will contribute to growing the business by supporting to the Investment Advisor(s), ensuring high-level client service, and providing dedicated specialized administrative and marketing support on diverse assignments.

Duties & Responsibilities
- Investment Advisor Support:_

Prepare, analyze, and present reports and recommendations for clients including investment policy statements, portfolio evaluations, financial plans, retirement projections, client commentaries/reviews and investment proposals

Manage the execution of transactions on behalf of the Advisor

Assist in the maintenance of financial models
- Client Service:_

Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage

Attend client meetings as required, including prospect and annual review meetings

Provide gold standard client service by and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts
- Administration:_

Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials to maintain a culture and operation of risk management

Backup for Head Admin
- Marketing:_

Ability to understand and develop technology platform - Website, Maximizer, Campaign Breeze

Marketing and communications to clients/prospects
- New Business:_

Assist in the process of bringing in new business

Skills & Qualifications

At least 3 years’ experience in the service industry

Excellent verbal and written communication skills in English

Strong organizational skills

Ability to take initiative and work independently

Strict attention to detail and result driven

The ability to multi-task

Excellent organizational and time management skills

Ability to quickly learn new technologies, programs & social media

Education

An undergraduate and/or postgraduate degree in Business/Economics or related field


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