26 Oct
|
Richardson Wealth
|
Edmonton
26 Oct
Richardson Wealth
Edmonton
Position Overview
The Porter Zylstra Wealth Management Group is seeking a highly organized, technology-focused Assistant to support our advisors and client service team. The successful candidate will help ensure a high standard of client service and the effective day-to-day functioning of the practice through accurate, timely and proactive administrative support. This role is well suited to someone who takes ownership, enjoys improving processes and can confidently manage detailed work across multiple priorities.
This is an existing vacancy.
Duties and Responsibilities
Administrative & Advisor Support
- Provide comprehensive administrative support to the Investment Advisors and broader team, helping to keep priorities, documentation and follow-ups organized.
- Prepare and process
📌 Assistant (Edmonton)
🏢 Richardson Wealth
📍 Edmonton