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 Vancouver office. As an Assistant, Team Coordinator the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks and planning and execution of client events. This is an existing vacancy.

Duties And Responsibilities Investment Advisor Support: Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors, and other internal and external partners

Assist the Investment Advisors in preparing account documentation including client reviews, presentations, correspondence and reports

Manage the Advisors calendar and co-ordinate meetings

Work with the Advisors to keep them informed of upcoming commitments and responsibilities

Make travel arrangements and reservations for the Advisors

Processes expenses

Assisting with the coordination of marketing and event planning 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 Administration Maintain expense records and spreadsheets

Filing and general administrative office duties as required

Adhere to skilled practices and standards, as well as internal processes and controls





Collaborates with internal and external participants to deliver on business objectives

Work as a point of contact on all matters pertaining to the Advisors including those of a confidential nature 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, Outlook and Copilot

Experience with Client Relationship Management (CRM) systems such as Salesforce

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

Team player will be well versed in their ability to anticipate needs of company leaders and confident in their ability to maintain organization Education Post-secondary education The expected annualized base salary range for this role is $40,000-$65,000 The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

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.

Richardson

Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

📌 Assistant, Team Coordinator (Vancouver)
🏢 Richardson Wealth
📍 Vancouver