Bring your organizational skills to Richardson Wealth as a Client-Focused Assistant. This role combines administrative support with a commitment to client satisfaction in a professional financial workplace.
As part of the Porter Zylstra Wealth Management Group, you will be instrumental in ensuring effective practices through comprehensive administrative and client support. Ideal candidates will possess proficiency in Salesforce and Microsoft 365, alongside a detail-oriented mindset.
Key Responsibilities:
• Provide administrative support to investment advisors and team members
• Prepare and verify documentation for client accounts
• Organize client meeting materials and facilitate follow-ups
• Ensure orderly electronic records and task lists are maintained




• Deliver responsive and skilled client service via phone and email
Requirements:
• Excellent organizational skills with strong attention to detail
• Knowledge of Salesforce or similar CRM platforms
• Proficient in Microsoft Office and 365 applications
• Effective communication skills, both verbal and written
• Experience in wealth management or regulated services is beneficial
Utilize your administrative and client service skills to support Richardson Wealth and enhance advisor-client relationships.
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📌 Client Focused Assistant At Richardson Wealth Edmonton
🏢 Richardson Wealth
📍 Edmonton