25 Oct
|
Richardson Wealth
|
Burlington
25 Oct
Richardson Wealth
Burlington
Position Overview
We are seeking an individual to join our team in the Burlingtonoffice. 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 qualified servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
- Assist the Investment Advisor(s) in preparing
📌 Assistant (Burlington)
🏢 Richardson Wealth
📍 Burlington