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Assistant

1 month ago

North York, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
North York, ON

**Department**:
Retail

**Reporting To**:
Investment Advisor Team and Branch Management

**Job Id**:
NY - 027

**Job Level**:
L3

**Seniority Level**:
Associate

**Position Overview**:
The ideal applicant will be an active team participant in an expanding high-net-worth holistic wealth management business. The applicant will be responsible for providing administrative assistance to the team as required.

**Duties & Responsibilities**:

- Support the Investment team in general administrative duties in the management of client accounts
- Support the Investment team prepare client reviews and presentations
- Provide administrative support in opening accounts and keeping client files up to date
- Maintain administrative liaison with the different operations departments.
- Type memos, letters and documents
- Prepare and manage periodic mass mailings to existing and potential clients
- Monitor all pending and outstanding paperwork; diarize to follow up regularly
- Process all client banking related transactions
- Request transfers and follow up to completion
- Set up client accounts on dividend reinvestment program as requested
- Process all client account contributions, de-registrations, withdrawal requests, cheques, and payment changes
- Compile tax packages and send them out to clients during tax season
- Process year-end client charitable donations
- Attend all branch meetings and report to team on any pertinent developments
- Maintain appointment agenda for Investment team
- Provide marketing support to the team as required
- File and scan documents

**Skills & Qualifications**:

- Exceptional client service skills
- Strong organizational skills and ability to prioritize
- Ability to work autonomously while exhibiting initiative and attention to detail
- Excellent oral and written communication
- Proficient in MS Office (Word, Excel, PowerPoint and Outlook)

**Education**:

- Undergraduate degree, along with 1 year business / office experience
- The completion of the Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) would be an asset
- Prior work experience in financial services would be an asset

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