Support Investment Advisors in Ottawa through client service, account documentation, and organized administration at Richardson Wealth. English communication and Microsoft Office skills are central.

As an Assistant, you will support Investment Advisors while helping maintain effective team operations. The work includes client relationship support, account inquiries, documentation, and administrative tasks. Financial sector or administrative experience, CRM knowledge, and post-secondary education are relevant.

Key Responsibilities:
Service incoming client, Advisor, and partner communications
Prepare account documentation, reviews, presentations, correspondence, and reports
Respond to client information requests and investigate account inquiries




Request documentation and maintain current client files
Follow up on trades for proper settlement and delivery

Requirements:
Superior client relationship management skills
Excellent written and verbal English communication
Proficiency with Word, Excel, PowerPoint, and Outlook
Experience with CRM systems such as Maximizer
Robust organization, detail, prioritization, and follow-up skills

Bring client service, financial administration, CRM, and Microsoft Office capabilities to Richardson Wealth's Ottawa advisory team.

📌 Wealth Management Client Service Assistant Ottawa
🏢 Richardson Wealth
📍 Ottawa