02 Nov
|
Richardson Wealth
|
Burlington
02 Nov
Richardson Wealth
Burlington
Richardson Wealth Limited in Burlington, Canada, is seeking an Assistant to support Investment Advisors by facilitating client communications, preparing documentation, and maintaining client files. The role emphasizes solid client service, CRM usage, and organized administration within a collaborative team.
The ideal candidate has post-secondary education and experience in finance or admin, with proficiency in Microsoft Office and CRM systems.
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📌 Investment Advisor Assistant — Client Service (Burlington)
🏢 Richardson Wealth
📍 Burlington