Assistant - Edmonton, Canada - Richardson Wealth

Richardson Wealth

Verified Company

Edmonton, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Employment Status:

Temporary Part-Time
Location:
Edmonton, AB
Department:
Retail
Reporting To:
Investment Advisor(s) and Team
Job Id:
EDM 023
Job Level:
L3
Seniority Level:
Associate
Position Overview:

The ideal applicant will be an active team member in a growing wealth management business in the Edmonton office. The individual will contribute to supporting the Investment Advisor(s) and team, ensuring high-level client service, through administration-related tasks.

Duties & Responsibilities:

Investment Advisor Support:_
Schedule and coordinate all meetings with clients and team
Ensure meeting rooms are booked and prepared for all meetings
Note taking during all client meetings, with postmeeting follow ups for team members
Client Service:_
Deliver high standards of service and communication to clients
Assist and provide online access to clients
Investigate and resolve inquiries related to client accounts and forms
Administration:_
Assist in preparing account documentation for new and existing clients
Monitor all pending and outstanding documentation, diarize to follow up regularly
Organize Mastercard statements and match and attach related receipts
Filing and general administrative office duties as required
Adhere to professional practices and standards, as well as internal processes and controls

Skills & Qualifications:

Superior client relationship management skills
Excellent verbal and written communication skills in English
Relevant experience in the financial sector and/or administrative experience an asset
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, demonstrating a professional and friendly manner
Ability to quickly learn new technologies and programs

Education: