Support wealth management clients in Richardson Wealth’s Montréal office through precise administration, account processing, and responsive service. Help Investment Advisors maintain efficient daily operations.

This Assistant role supports Investment Advisors with client service and administration-related tasks. Responsibilities include opening accounts, updating information, processing money movement requests, and coordinating documentation. You will also manage communications, transaction follow-ups, meetings, and Salesforce data integrity.

Key Responsibilities:

- Complete account openings, client updates, and financial changes
- Process money movement requests and follow up on settlements
- Prepare reviews, presentations, correspondence, reports, NAAF, and KYC updates




- Organize team actions, client meetings, and tax packages
- Respond professionally to client, advisor, and partner contacts

Requirements:

- At least three years of financial services experience
- Proficiency with Microsoft Office and Salesforce
- Robust organization, attention to detail, and prioritization skills
- Excellent communication and client relations abilities
- CSC, CPH, or CIRO equivalent completion is an asset

Bring financial services experience, Salesforce knowledge, and organized client support to Richardson Wealth’s Montréal advisory team.

📌 Wealth Management Administrative Assistant (Montreal)
🏢 Richardson Wealth
📍 Montreal