Assistant

2 weeks ago


Comox, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Comox, BC

**Department**:
Retail

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

**Job Id**:
CMX - 001

**Job Level**:
L3

**Seniority Level**:
Associate

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

**Duties & Responsibilities**:

- Team Support:_
- Assist the team in preparing account documentation including client reviews, presentations, correspondence and reports
- Assist with the design and execution of communications program for the team, including marketing and social media
- Assist with creating and planning client events and programs.
- Client Service:_
- Foster and support client relationships
- Respond efficiently and effectively 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 transfers, trades, and other activity to ensure timely conclusions
- Administration:_
- Adhere to professional practices and standards, as well as internal processes and controls
- General office management such as coordination of vendors, reorder/restock supplies and stationery
- Maintain expense records and spreadsheets
- General administrative office duties as required

**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 and meticulous attention to detail
- Ability to prioritize, multitask, work within time constraints and follow-up
- Ability to work in a team environment, quickly learn new technologies and programs and assist with team training
- Ability to troubleshoot technology issues if they arise and assist team in effective, efficient use of technology to best serve clients
- Motivated to advance your career with additional courses as needed

**Education**:

- Post-secondary education is an asset
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) would also be of added value


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