Assistant, Team Coordinator - Vancouver, Canada - Richardson Wealth Ltd
Description
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results.
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 Vancouver office.
As an Assistant, Team Coordinator 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 and planning and execution of client events.
Responsibilities:
Investment Advisor Support:
- Assist the Investment Advisors in preparing account documentation including client reviews, presentations, correspondence and reports
- Manage the Advisors calendar and coordinate meetings
- Work with the Advisors to keep them informed of upcoming commitments and responsibilities
- Make travel arrangements and reservations for the Advisor
- Processes expenses
- Be responsible for social media post, birthday cards, client referral thank you cards
Client Service:
- Foster and support client relationships
- Respond to requests for information from clients
- Investigate and resolve inquiries related to accounts online
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
- Collaborates with internal and external participants to deliver on business objectives
- Work as a point of contact on all matters pertaining to the Advisor including those of a confidential nature
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
- Team player will be well versed in their ability to anticipate needs of company leaders and confident in their ability to maintain organization
- Postsecondary education
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset but not required
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.
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