Assistant

2 weeks ago


North York, Canada Richardson Wealth Full time

Position OverviewThe 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 & ResponsibilitiesAcquire expert knowledge of the documentation process and liaise with back-office staff
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, and payment changes
Process year-end client charitable donations
Attend all branch meetings and report to team on any pertinent developments
Provide marketing support to the team as required
File and scan documents
- Skills & QualificationsExceptionally strong organizational skills
Ability to prioritize to meet specific, timely, deadlines
Strong fact-finding and problem-solving skills
Ability to work autonomously while exhibiting initiative and attention to detail
Proficient at multi-tasking
Excellent oral and written communication
Proficient in Microsoft office programs (Word, Excel, PowerPoint, and Outlook)
- EducationHigh School Diploma, along with 1 year business / office experience
Business Management Certificate / Diploma would be an asset
Prior work experience in financial services would be an asset


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