Investment Advisor Assistant | Client Services (Saskatchewan)

Investment Advisor Assistant | Client Services (Saskatchewan)

09 Nov
|
Richardson Wealth
|
Saskatchewan

09 Nov

Richardson Wealth

Saskatchewan

Richardson Wealth in Saskatoon is seeking an Assistant to support Investment Advisors and provide high-level client service. The role focuses on servicing client inquiries, preparing documentation, and handling administrative tasks to ensure smooth operation of the team.
Key duties include client communications, account documentation preparation, and maintaining accurate records. Solid English communication and CRM experience are valued in this posted vacancy for a cooperative, detail-oriented

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📌 Investment Advisor Assistant | Client Services (Saskatchewan)
🏢 Richardson Wealth
📍 Saskatchewan

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