Job opportunity
Assistant
Richardson Wealth
Position Overview
We are seeking an individual to join our team in the Ottawaoffice. 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 Responsibilities
Investment Advisor Support:
Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports
Client Service:
Foster and support client relationships
Respond to requests for information from clients
Investigate and resolve inquiries related to accounts
Request information and documentation from clients in order to open accounts and keep client files up to date
Follow up on client trades to ensure proper settlement and delivery
Administration:
Maintain expense records and spreadsheets
Filing and general administrative office duties as required
Adhere to professional practices and standards, as well as internal processes and controls
Qualifications
Superior client relationship management skills
Demonstrate a professional and friendly manner
Excellent verbal and written communication skills in English
Relevant experience in the financial sector and/or administrative experience
Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
Experience with Client Relationship Management (CRM) systems such as Maximizer
Strong organizational skills
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Apply on source site We are seeking an individual to join our team in the Ottawaoffice. 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 Responsibilities
Investment Advisor Support:
Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports
Client Service:
Foster and support client relationships
Respond to requests for information from clients
Investigate and resolve inquiries related to accounts
Request information and documentation from clients in order to open accounts and keep client files up to date
Follow up on client trades to ensure proper settlement and delivery
Administration:
Maintain expense records and spreadsheets
Filing and general administrative office duties as required
Adhere to professional practices and standards, as well as internal processes and controls
Qualifications
Superior client relationship management skills
Demonstrate a professional and friendly manner
Excellent verbal and written communication skills in English
Relevant experience in the financial sector and/or administrative experience
Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
Experience with Client Relationship Management (CRM) systems such as Maximizer
Strong organizational skills
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