Support Investment Advisors in Burlington through client service, account documentation, and organized administration for a functioning financial services team.
This Assistant contributes to business growth by supporting Investment Advisors and delivering high-level client service. The position includes preparing client reviews, presentations, correspondence, and reports. It also requires communication with clients, Advisors, and internal and external partners.
Key Responsibilities: Professionally service incoming telephone and email contacts
Prepare account documentation, reviews, presentations, correspondence, and reports
Respond to client information requests and account inquiries
Request documentation and maintain updated client files




Follow up on trades for proper settlement and delivery
Requirements: Relevant financial sector or administrative experience
Excellent English verbal and written communication skills
Proficiency with Word, Excel, PowerPoint, and Outlook
Experience with CRM systems such as Maximizer
Post-secondary education and solid organizational skills
Apply client service, communication, and financial administration skills while supporting Investment Advisors and Burlington client relationships.

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📌 Investment Advisor Support Assistant (Ontario)
🏢 Richardson Wealth
📍 Ontario