Position Overview
We are seeking an individual to join our team in the Ottawaoffice. 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.

Duties and Responsibilities
Investment Advisor Support:

Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners

Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports

Client Service:

Foster and support client relationships

Respond to requests for information from clients

Investigate and resolve inquiries related to accounts

Request information and documentation from clients in order to open accounts and keep client files up to date





Follow up on client trades to ensure proper settlement and delivery

Administration:

Maintain expense records and spreadsheets

Filing and general administrative office duties as required

Adhere to professional practices and standards, as well as internal processes and controls

Qualifications

Superior client relationship management skills

Demonstrate a skilled and friendly manner

Excellent verbal and written communication skills in English

Relevant experience in the financial sector and/or administrative experience

Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook

Experience with Client Relationship Management (CRM) systems such as Maximizer

Strong organizational skills

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📌 Assistant (Quebec City)
🏢 Richardson Wealth
📍 Quebec City