29 Oct
|
Richardson Wealth
|
Ottawa
29 Oct
Richardson Wealth
Ottawa
Richardson Wealth Ltd in Ottawa is seeking an Assistant to support Investment Advisors with documentation, client service, and administrative tasks. You will help prepare client reviews, presentations, and reports while maintaining high service standards.
Your role focuses on servicing inquiries, maintaining accurate records, and ensuring smooth follow-up on trades and client communications in a quick-paced financial environment.
📌 Investment Assistant (Ottawa)
🏢 Richardson Wealth
📍 Ottawa