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 skilled financial environment. As part of the Porter Zylstra Wealth Management Group, you will be instrumental in ensuring productive 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 professional client service via phone and email Requirements:
Excellent organizational skills with robust 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.

📌 Client Focused Assistant At Richardson Wealth Edmonton
🏢 Richardson Wealth
📍 Edmonton