Assistant

**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.
**Where we’re going**:
We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.
To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.
Position Overview
We're seeking a curious, organized, and friendly individual eager to join our Pointe-Claire Office and immerse themselves in the wealth management industry. As an Assistant, you'll play a vital role in supporting our team, ensuring exceptional client service, and managing administrative tasks crucial to our business operations. This role is a hybrid position.

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

- Assist the Investment Advisors in preparing account documentation including client reviews, presentations, correspondence and reports, NAAF and KYC Updates
- Assist the Investment Advisors in preparing client meeting, Tax Packages, Maximizer Data Integrity and other Administrative tasks assigned
- Facilitate transfers and manage client cash flows

**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
- Manage calendars and prepare meeting materials
- Follow up on client trades to ensure proper settlement and delivery

**Administration**:

- Maintain spreadsheets
- Filing and general administrative office duties as required
- Maintain meticulous documentation of accounts
- Adhere to professional practices and standards, as well as internal processes and controls

**Qualifications**:

- Superior client relationship management skills
- Demonstrate a professional and friendly manner
- Excellent verbal and written communication skills in English and intermediate verbal and written communication skills in French
- Relevant experience in the financial sector and/or administrative experience
- Proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
- Experience with Client Relationship Management (CRM) systems such as Maximizer (preferred)
- Meticulous attention to detail and strong organizational skills
- Ability to prioritize, multitask, work within time constraints and follow-up
- Ability to quickly learn new technologies and programs

Education
- Post-secondary education or relevant work experience
- Successful completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)
- 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.
We are a proud partner of Pride at Work Canada.