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 environment.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 membersPrepare and verify documentation for client accountsOrganize client meeting materials and facilitate follow-upsEnsure orderly electronic records and task lists are maintainedDeliver responsive and professional client service via phone and emailRequirements:Excellent organizational skills with strong attention to detailKnowledge of Salesforce or similar CRM platformsProficient in Microsoft Office and 365 applicationsEffective communication skills, both verbal and writtenExperience in wealth management or regulated services is beneficialUtilize 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