Position OverviewWe are seeking an individual to join our team in the Vancouver office. As an Assistant, Team Coordinator 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 and planning and execution of client events.This is an existing vacancy.Duties and ResponsibilitiesInvestment Advisor Support:Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors, and other internal and external partnersAssist the Investment Advisors in preparing account documentation including client reviews, presentations, correspondence and reportsManage the Advisors calendar and co-ordinate meetingsWork with the Advisors to keep them informed of upcoming commitments and responsibilitiesMake travel arrangements and reservations for the AdvisorsProcesses expensesAssisting with the coordination of marketing and event planningClient Service:Foster and support client relationshipsRespond to requests for information from clientsInvestigate and resolve inquiries related to accountsRequest information and documentation from clients in order to open accounts and keep client files up to dateAdministration:Maintain expense records and spreadsheetsFiling and general administrative office duties as requiredAdhere to skilled practices and standards,



as well as internal processes and controlsCollaborates with internal and external participants to deliver on business objectivesWork as a point of contact on all matters pertaining to the Advisors including those of a confidential natureQualificationsSuperior client relationship management skillsDemonstrate a professional and friendly mannerExcellent verbal and written communication skills in EnglishRelevant experience in the financial sector and/or administrative experienceExcellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint, Outlook and CopilotExperience with Client Relationship Management (CRM) systems such as SalesforceStrong organizational skillsMeticulous attention to detailAbility to prioritize, multitask, work within time constraints and follow-upAbility to work in a team environmentAbility to quickly learn new technologies and programsTeam player will be well versed in their ability to anticipate needs of company leaders and confident in their ability to maintain organizationEducationPost-secondary educationSalaryThe expected annualized base salary range for this role is $40,000-$65,000The 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, Team Coordinator (Vancouver)
🏢 Richardson Wealth
📍 Vancouver