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 qualified financial setting.
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 strong 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.