Job opportunity
Wealth Management Administrative Assistant
Richardson Wealth
Support wealth management clients in Richardson Wealth’s Montréal office through precise administration, account processing, and responsive service. Help Investment Advisors maintain efficient daily operations.
This Assistant role supports Investment Advisors with client service and administration-related tasks. Responsibilities include opening accounts, updating information, processing money movement requests, and coordinating documentation. You will also manage communications, transaction follow-ups, meetings, and Salesforce data integrity.
Key Responsibilities:
Complete account openings, client updates, and financial changes
Process money movement requests and follow up on settlements
Prepare reviews, presentations, correspondence, reports, NAAF, and KYC updates
Organize team actions, client meetings, and tax packages
Respond professionally to client, advisor, and partner contacts
Requirements:
At least three years of financial services experience
Proficiency with Microsoft Office and Salesforce
Strong organization, attention to detail, and prioritization skills
Excellent communication and client relations abilities
CSC, CPH, or CIRO equivalent completion is an asset
Bring financial services experience, Salesforce knowledge, and organized client support to Richardson Wealth’s Montréal advisory team.
#J-18808-Ljbffr
Apply on source site This Assistant role supports Investment Advisors with client service and administration-related tasks. Responsibilities include opening accounts, updating information, processing money movement requests, and coordinating documentation. You will also manage communications, transaction follow-ups, meetings, and Salesforce data integrity.
Key Responsibilities:
Complete account openings, client updates, and financial changes
Process money movement requests and follow up on settlements
Prepare reviews, presentations, correspondence, reports, NAAF, and KYC updates
Organize team actions, client meetings, and tax packages
Respond professionally to client, advisor, and partner contacts
Requirements:
At least three years of financial services experience
Proficiency with Microsoft Office and Salesforce
Strong organization, attention to detail, and prioritization skills
Excellent communication and client relations abilities
CSC, CPH, or CIRO equivalent completion is an asset
Bring financial services experience, Salesforce knowledge, and organized client support to Richardson Wealth’s Montréal advisory team.
#J-18808-Ljbffr