Assistant - Pointe-Claire, Canada - Richardson Wealth Ltd

Richardson Wealth Ltd

Verified Company

Pointe-Claire, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

About Us:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results.

With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Where we're going:

We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2025.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

Position Overview
We are seeking an individual to join our team in the Point Claire office.

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.

Responsibilities:

Investment Advisor Support:

Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports, NAAF and KYC Updates
Assist the Investment Advisor (s) in preparing client meeting, Tax Packages, Maximizer Data Integrity and other Administrative task assigned

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
Meticulous attention to detail
Ability to prioritize, multitask, work within time constraints and followup
Ability to work in a team environment
Ability to quickly learn new technologies and programs

Education

Postsecondary education
Knowledge of insurance products and experience in insurance industry or equivalent combination of education and experience is an asset
Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, understanding and energy.

From our front office talent to our colleagues behind the scenes, we have one focus:
to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, customer-focused, and customer-centric?

If so, we're ready to invest in you.

We proudly support the Black Opportunity Fund, Pride at Work Canada, and Women's Executive Network.