Assistant, Team Coordinator (Vancouver)

Assistant, Team Coordinator (Vancouver)

26 Oct
|
Richardson Wealth
|
Vancouver

26 Oct

Richardson Wealth

Vancouver

Position Overview

We 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 Responsibilities

Investment Advisor Support:

- Responsible for the skilled servicing of incoming telephone and email contacts from clients, Advisors, and other internal and external partners
- Assist the Investment Advisors in preparing

📌 Assistant, Team Coordinator (Vancouver)
🏢 Richardson Wealth
📍 Vancouver

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