Support Investment Advisors in Ottawa through client service, account documentation, and organized administration using Microsoft Office and CRM systems.

This Assistant contributes to business growth by supporting Investment Advisors and maintaining high-level client service. The work includes preparing client reviews, presentations, correspondence, and reports. Robust communication, organization, financial-sector or administrative experience, and Microsoft Office proficiency are central to the position.

Key Responsibilities:
Service incoming telephone and email contacts professionally
Prepare account documentation, reviews, presentations, and reports
Respond to client information requests and account inquiries




Request documentation and maintain current client files
Track trades, expenses, spreadsheets, and administrative records

Requirements:
Superior client relationship management skills
Skilled, friendly manner with solid communication
Excellent written and verbal English communication
Financial-sector or administrative experience
Microsoft Office and CRM experience, including Maximizer

Bring organized client service, communication, and documentation skills to support Investment Advisors and their Ottawa team.

📌 Investment Advisor Support Assistant Ottawa
🏢 Richardson Wealth
📍 Ottawa