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