Become an essential team member in our Calgary office as a Client-Focused Assistant. Your role will involve providing vital support to Investment Advisors while ensuring superior client service and administrative efficiency.

This position supports an Investment Advisor, focusing on client relationship management and administrative functions. The ideal candidate will have experience in the financial sector, strong communication skills, and an organized mindset. You'll be responsible for preparing documentation, responding to inquiries, and ensuring client satisfaction while fostering lasting relationships.

Key Responsibilities:
• Handle client communications via phone and email professionally
• Assist Investment Advisors with account documentation and presentations




• Foster and maintain solid client relationships
• Respond to client inquiries and requests promptly
• Manage administrative tasks like filing and expense tracking

Requirements:
• Experience in financial services or administration
• Strong communication skills in English
• Proficiency in Microsoft Office and CRM systems
• Excellent organizational and multitasking abilities
• Post-secondary education required

Deliver exceptional client support and administrative expertise as a Client-Focused Assistant in Calgary.
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📌 Client-Focused Assistant in Calgary (Alberta)
🏢 Richardson Wealth
📍 Alberta