Elevate your career as a Vancouver Team Coordinator with Richardson Wealth. Support Investment Advisors by ensuring top-tier client service and smooth operational functions.

This position is ideal for candidates with strong administrative and client management skills. You will be involved in preparing important documents, coordinating meetings, and building lasting client relationships within our financial services team. Your meticulous attention to detail is crucial for maintaining efficiency and effectiveness.

Key Responsibilities:
• Handle communications from clients and internal partners
• Assist Advisors with account documentation and reports
• Schedule meetings and manage Advisors' travel arrangements




• Assist in resolving client inquiries and maintaining records
• Help coordinate marketing and client events

Requirements:
• Superior client relationship management expertise
• Excellent communication skills, both verbal and written
• Relevant administrative or financial experience
• Proficiency in Microsoft Office Suite and CRM platforms
• Educational qualification in a relevant field

Contribute to a collaborative team setting at Richardson Wealth in Vancouver.
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📌 Vancouver Team Coordinator at Richardson Wealth (British Columbia)
🏢 Richardson Wealth
📍 British Columbia