Join Richardson Wealth as an Assistant Team Coordinator in Vancouver. Provide exceptional support to Investment Advisors while enhancing client relationships and ensuring seamless team operations. This role focuses on fostering client service and administrative excellence within our investment team.

You will assist in preparing documentation, manage calendars, and coordinate client events at Richardson Wealth. Contributing to our growth, your ability to prioritize tasks and maintain organization will be key. Key Responsibilities:
Manage incoming client communications via phone and email
Prepare documentation for client reviews and presentations
Coordinate meetings and maintain Advisors' calendars
Foster client relationships and resolve inquiries
Support event planning and marketing initiatives Requirements:
Robust client relationship management skills
Excellent verbal and written communication in English
Relevant financial sector or administrative experience
Proficiency in Microsoft Office and CRM systems
Post-secondary education Bring your ability to support Advisors and client service excellence to Richardson Wealth in Vancouver.

📌 Assistant Team Coordinator Vancouver
🏢 Richardson Wealth
📍 Vancouver