Position Overview
We are seeking an individual to join our team in the Montréal office. As an assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.

This is an existing vacancy (this is a new role).

Duties and Responsibilities
Administrative Support

Assume responsibility for all administrative tasks, including opening accounts, updating client information, applying financial and non-financial changes, and processing various money movement requests.

Follow up as needed with clients, investment advisors, and various internal and external stakeholders while managing files carefully and maintaining a highly efficient workflow.

Help plan and organize annual, monthly, and everyday team actions.

Follow up on client transactions to ensure proper settlement and delivery

Investment Advisor Support

Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports, NAAF and KYC Updates

Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners

Assist the Investment Advisor (s) in preparing client meetings, Tax Packages, Salesforce Data Integrity and other.

Client Service





Provide qualified, personalized, and high-quality client service by responding effectively to inquiries by phone, email, and other communication channels.

Respond to client requests, demonstrating a solid understanding of traditional brokerage services and related administrative processes.

Collaborate with clients’ accountants and other professionals by fulfilling requests for information and providing required documentation.

Qualifications

At least 3 years of experience in the financial services industry

Proficiency in Microsoft Office suite (especially Excel, Word, PowerPoint, and Outlook) and Salesforce

Quick grasp of new technologies, platforms, and apps

Excellent management and client relations skills

Strong organizational skills and attention to detail

Ability to set priorities, meet tight deadlines, and manage multiple projects simultaneously

Self-reliance, high standards, and proactivity

Excellent communication skills and the ability to collaborate effectively with multiple parties

Professional Designations (Asset):

Successful completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), or CIRO equivalent

Licensed with Canadian Investment Regulatory Organization (CIRO) as an Investment Representative

#J-18808-Ljbffr

📌 Assistant (Quebec City)
🏢 Richardson Wealth
📍 Quebec City