Portfolio Manager

1 day ago

Ottawa, Canada Richardson Wealth Full time

Position OverviewWe are seeking an individual to join our team in the Ottawa office. As an Assistant the incumbent will contribute to growing the business by providing support to the Portfolio Manager(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.
- Duties & Responsibilities- Portfolio Manager Support:_-Assist the Portfolio Manager(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
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
- Skills & QualificationsSuperior client relationship management skills
Demonstrate a professional and friendly manner
Excellent verbal and written communication skills in English (French an asset)
Relevant experience in the financial sector and/or administrative experience
Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
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
- EducationPost-secondary education
Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative

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