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. Robust communication, organization, financial-sector or administrative experience, and Microsoft Office proficiency are central to the position. Service incoming telephone and email contacts professionally Prepare account documentation, reviews, presentations, and reports Respond to client information requests and account inquiries Track trades, expenses, spreadsheets, and administrative records 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 (Canada)
🏢 Richardson Wealth
📍 Canada