Assistant, Team Coordinator

4 days ago

Calgary, Canada Richardson Wealth Ltd Full time

**About Us**:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
We are seeking an individual to join our team in the Calgary office. As an Assistant, Team Coordinator 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 and planning and execution of client events.

**Responsibilities**:
**Investment Advisor Support**:

- Assist the Investment Advisors in preparing account documentation including client reviews, presentations, correspondence and reports
- Manage the Advisors calendar and co-ordinate meetings
- Work with the Advisors to keep them informed of upcoming commitments and responsibilities
- Make travel arrangements and reservations for the Advisor
- Processes expenses

**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
- Follow up on client trades to ensure proper settlement and delivery

**Administration**:

- Maintain expense records and spreadsheets
- Filing and general administrative office duties as required
- Adhere to professional practices and standards, as well as internal processes and controls
- Collaborates with internal and external participants to deliver on business objectives
- Work as a point of contact on all matters pertaining to the Advisor including those of a confidential nature

**Qualifications**:

- Superior client relationship management skills
- Demonstrate a professional and friendly manner
- Excellent verbal and written communication skills
- 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
- Ability to quickly learn new technologies and programs
- Team player will be well versed in their ability to anticipate needs of company leaders and confident in their ability to maintain organization

Education
- Post-secondary education
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset

**Why Apply**:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.

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