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 robust organizational skills

Apply client service, communication, and financial administration skills while supporting Investment Advisors and Burlington client relationships.

#J-18808-Ljbffr

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