Investment Assistant & Client Services Specialist (Ottawa)

Investment Assistant & Client Services Specialist (Ottawa)

02 Nov
|
Richardson Wealth
|
Ottawa

02 Nov

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 fast-paced financial workplace. #J-18808-Ljbffr

📌 Investment Assistant & Client Services Specialist (Ottawa)
🏢 Richardson Wealth
📍 Ottawa

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