Job opportunity
Investment Advisor Support Specialist – Montréal
Richardson Wealth
Richardson Wealth in Montréal seeks an Administrative Assistant to support Investment Advisors, handle client information, and manage account changes. The role emphasizes high-level client service and efficient office operations.
You will open accounts, prepare documents, respond to inquiries, coordinate meetings, and liaise with clients and professionals to ensure accurate NAAF, KYC updates, and timely settlements.
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Apply on source site You will open accounts, prepare documents, respond to inquiries, coordinate meetings, and liaise with clients and professionals to ensure accurate NAAF, KYC updates, and timely settlements.
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