Position OverviewWe are seeking an individual to join our team in the Toronto office. 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 ResponsibilitiesInvestment Advisor Support:Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partnersAssist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reportsClient Service:Foster and support client relationshipsRespond to requests for information from clientsInvestigate and resolve inquiries related to accountsRequest information and documentation from clients in order to open accounts and keep client files up to dateFollow up on client trades to ensure proper settlement and deliveryAdministration:Maintain expense records and spreadsheetsFiling and general administrative office duties as requiredAdhere to professional practices and standards,



as well as internal processes and controlsQualificationsSuperior client relationship management skillsDemonstrate a skilled and friendly mannerExcellent verbal and written communication skills in EnglishRelevant experience in the financial sector and/or administrative experienceExcellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and OutlookExperience with Client Relationship Management (CRM) systems such as MaximizerStrong organizational skillsMeticulous attention to detailAbility to prioritize, multitask, work within time constraints and follow-upAbility to work in a team environmentAbility to quickly learn new technologies and programsEducationPost-secondary educationThe expected annualized base salary range for this role is $40,000-$55,000.The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual's skill, experience, education and training, and the consideration of internal equity.

📌 Assistant (Toronto)
🏢 Richardson Wealth
📍 Toronto