Job opportunity
Investment Advisor Assistant — Client Service & Admin Support
Richardson Wealth Limited
Richardson Wealth Limited in Burlington, Canada, is seeking an Assistant to support Investment Advisors by facilitating client communications, preparing documentation, and maintaining client files. The role emphasizes strong client service, CRM usage, and organized administration within a collaborative team.
The ideal candidate has post-secondary education and experience in finance or admin, with proficiency in Microsoft Office and CRM systems.
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Apply on source site The ideal candidate has post-secondary education and experience in finance or admin, with proficiency in Microsoft Office and CRM systems.
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