Assistant

2 days ago

Kitchener, Canada Richardson Wealth Full time

**Employment Status**:
Temporary, Full-Time

**Location**:
Kitchener, ON

**Department**:
Retail

**Reporting To**:
Branch Management & Investment Advisor Team

**Job Id**:
KIT - 006

**Job Level**:
L3

**Seniority Level**:
Associate

**Position Overview**:
The incumbent of this position will support the planning and execution of new Advisor transitions on a national scope. They will support the team with the transition process and ensuring advisor arrival readiness. This is a temporary full time position.

**Duties & Responsibilities**:

- Organize Due Diligence and Registration documentation for license transfer process
- Coordinate the licensing documentation between the new team and the Registrations department to ensure activation upon hire
- Provide on-site support at all transitions to assit with client communications, documentation preparation and training
- Liaise with Branch Administrators to coordinate technology and on-site requirements for all new recruits and their team members
- Liaise with the IT group to ensure set-up upon team’s arrival and to manage any technology issues that may arise during transition
- Communicate with the Operations department to ensure processes and team and client inquiries addressed quickly
- Assist Advisor teams with account opening on Dataphile and preparing new client packages for client delivery, in an accurate and timely manner
- Train Advisor teams with internal and external platforms for client account opening and transfer process
- Work closely with Branch Management post-transitions to monitor team progress and provide support as required
- Maintain Branch Management onboarding site with process and documentation / tools / resources
- Maintain transition sharepoint site with recruit files and documentation
- Coordinate and order supplies for upcoming transitions

**Skills & Qualifications**:

- 1-3 years transition and/or training experience or related direct retail brokerage/wealth management experience
- Strong communication skills
- Positive attitude and ability to work with various personality types
- Ability to take initiative
- Analytical and organizational skills
- Solutions-oriented
- Knowledge of Wealth Management Operations
- Solid knowledge of Microsoft Office Suite
- Ability to travel nationally

**Education**:

- Post-Secondary Education
- Canadian Securities Course (CSC), Conduct & Practices Handbook Course (CPH) an asset

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