Support Investment Advisors in Burlington through client service, account documentation, and organized administration for a functioning financial services team.This Assistant contributes to business growth by supporting Investment Advisors and delivering high-level client service. The position includes preparing client reviews, presentations, correspondence, and reports. It also requires communication with clients, Advisors, and internal and external partners.Key Responsibilities:Professionally service incoming telephone and email contactsPrepare account documentation, reviews, presentations, correspondence, and reportsRespond to client information requests and account inquiriesRequest documentation and maintain updated client filesFollow up on trades for proper settlement and deliveryRequirements:Relevant financial sector or administrative experienceExcellent English verbal and written communication skillsProficiency with Word, Excel, PowerPoint, and OutlookExperience with CRM systems such as MaximizerPost-secondary education and solid organizational skillsApply client service, communication, and financial administration skills while supporting Investment Advisors and Burlington client relationships.

📌 Investment Advisor Support Assistant (Burlington)
🏢 Richardson Wealth
📍 Burlington