Organize investment administration from the Pointe-Claire office by maintaining records, preparing reports, and supporting Investment Advisors with meticulous accuracy.
This Assistant position contributes to effective team functioning through administration-related tasks and dependable Investment Advisor support. You will maintain expense records and spreadsheets, complete filing, prepare presentations and correspondence, and help keep client documentation current. The role also requires communication with clients, partners, employees, branches, and executives.
Key Responsibilities: Maintain expense records and spreadsheets accurately
Complete filing and general administrative office duties
Assist with client reviews, presentations, correspondence, and reports




Professionally manage telephone and email contacts
Adhere to professional practices, processes, and controls
Requirements: Post-secondary education
Relevant financial sector or administrative experience
Excellent Microsoft Word, Excel, PowerPoint, and Outlook proficiency
Meticulous attention to detail and solid organizational skills
Ability to learn technologies, prioritize, multitask, and work collaboratively
Apply administrative precision, technology skills, and team coordination to support investment operations and client service in Pointe-Claire.

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📌 Investment Administration Assistant Pointe-Claire (Quebec City)
🏢 Richardson Wealth
📍 Quebec City