Position Overview We are seeking an individual to join our team in the Toronto office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.

This is an existing vacancy.

Duties and Responsibilities

Investment Advisor Support:
Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports

Client Service:
Foster and support client relationships
Respond to requests for information from clients
Investigate and resolve inquiries related to accounts
Request information and documentation from clients in order to open accounts and keep client files up to date
Follow up on client trades to ensure proper settlement and delivery

Administration:
Maintain expense records and spreadsheets
Filing and general administrative office duties as required




Adhere to professional practices and standards, as well as internal processes and controls

Qualifications
Superior client relationship management skills
Demonstrate a qualified and friendly manner
Excellent verbal and written communication skills in English
Relevant experience in the financial sector and/or administrative experience
Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
Experience with Client Relationship Management (CRM) systems such as Maximizer
Strong organizational skills
Meticulous attention to detail
Ability to prioritize, multitask, work within time constraints and follow-up
Ability to work in a team workplace
Ability to quickly learn recent technologies and programs

Education
Post-secondary education

The expected annualized base salary range for this role is $40,000-$55,000.

The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual's skill, experience, education and training, and the consideration of internal equity.

📌 Assistant Toronto
🏢 Richardson Wealth
📍 Toronto