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 OverviewWe 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 ResponsibilitiesInvestment Advisor Support:Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors, and other internal and external partnersAssist the Investment Advisors in preparing account documentation including client reviews, presentations, correspondence and reportsManage the Advisors calendar and co-ordinate meetingsWork with the Advisors to keep them informed of upcoming commitments and responsibilitiesMake travel arrangements and reservations for the AdvisorsProcesses expensesAssisting with the coordination of marketing and event planningClient ServiceFoster and support client relationshipsRespond to requests for information from clientsInvestigate and resolve inquiries related to accountsRequest information and documentation from clients in order to open accounts and keep client files up to dateAdministrationMaintain expense records and spreadsheetsFiling and general administrative office duties as requiredAdhere to professional practices and standards,



as well as internal processes and controlsCollaborates with internal and external participants to deliver on business objectivesWork as a point of contact on all matters pertaining to the Advisors including those of a confidential natureQualificationsSuperior client relationship management skillsDemonstrate a professional and friendly mannerExcellent verbal and written communication skills in EnglishRelevant experience in the financial sector and/or administrative experienceExcellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint, Outlook and CopilotExperience with Client Relationship Management (CRM) systems such as SalesforceStrong organizational skillsMeticulous attention to detailAbility to prioritize, multitask, work within time constraints and follow-upAbility to work in a team environmentAbility to quickly learn new technologies and programsTeam player will be well versed in their ability to anticipate needs of company leaders and confident in their ability to maintain organizationEducationPost-secondary educationThe 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 ApplyOur 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 creative, 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.#J-18808-Ljbffr

📌 Assistant Team Coordinator - Vancouver (Winnipeg)
🏢 Richardson Wealth
📍 Winnipeg