Assistant

2 days ago

Kitchener, Canada Richardson Wealth Ltd Full time

**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.
Position Overview
We are seeking an individual to join our team in the Kitchener office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor, ensuring high-level client service, and effective functioning of the team through administration-related tasks.
This role is ideal for someone who is pursuing or aspires to pursue a career as a Financial Planner. It offers hands-on exposure to client relationship management, financial planning processes, and wealth management practices, providing a strong foundation for future growth.

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

- Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports
- Participate in client discovery meetings, take detailed notes, and ensure timely follow-up on action items
- Assist in financial modeling and preparing client-specific analyses and summaries
- Conduct research to support Advisors on client cases, including gathering and verifying relevant tax, estate, or financial planning information
- Input and maintain accurate client data in financial planning and CRM software

**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

**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
- 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

Education
- Post-secondary education in Tax, Business Administration, Accounting, or a related field
- 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.

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