Position OverviewWe are seeking an individual to join our team in the Toronto 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.Duties And ResponsibilitiesInvestment Advisor Support:Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partnersAssist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reportsClient Service:Foster and support client relationshipsRespond to requests for information from clientsInvestigate and resolve inquiries related to accountsRequest information and documentation from clients in order to open accounts and keep client files up to dateFollow up on client trades to ensure proper settlement and deliveryAdministration:Maintain expense records and spreadsheetsFiling and general administrative office duties as requiredAdhere to professional practices and standards,



as well as internal processes and controls.QualificationsSuperior client relationship management skillsDemonstrate a professional and friendly mannerExcellent verbal and written communication skills in EnglishRelevant experience in the financial sector and/or administrative experienceExcellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and OutlookExperience with Client Relationship Management (CRM) systems such as MaximizerStrong organizational skillsMeticulous attention to detailAbility to prioritize, multitask, work within time constraints and follow-upAbility to work in a team environmentAbility to quickly learn new technologies and programsEducationPost-secondary educationSalaryThe expected annualized base salary range for this role is $50,000-$65,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.Equal Prospect StatementRichardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.#J-18808-Ljbffr

📌 Assistant - C$50,000 - C$65,000 A Year (Winnipeg)
🏢 Richardson Wealth
📍 Winnipeg