Associate, Products - Toronto, Canada - Richardson Wealth Ltd

Richardson Wealth Ltd

Verified Company

Toronto, Canada

1 week 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

Responsibilities:

Administration of fee based managed accounts including items such as:
Processing and approval of service requests and account opening documentation
Processing of Investment groups risk profile changes and modifications for congruence with client risk tolerance and objectives
Processing account termination requests made by IAs
Processing of IA credentials and account linking
Provide back up support for the administration of U.S. RIA accounts
Management of department content on internal websites
Regularly interact with our advisors, custodian and Envestnet service representatives to resolve questions and escalated service items
Become a SME for IAs and provide product support on policy, procedures, and fees related to Envestnet and other department policies
Assist with projects by doing data analysis in Excel

Qualifications and Skills

Excellent customer service and able to work well under pressure
13 years' experience in the financial sector would be an asset
Ability to multi task and prioritize multiple requests
Proficient in Microsoft Word, Outlook
Advanced knowledge of Microsoft Excel
Knowledge of backoffice and retail brokerage operations/requirements an asset
Experience with Morningstar Direct, Dataphile, Envestnet and NetX360 not required but would be an asset
This role requires someone who is a accountable, a problem solver and is able to work with others in a collaborative environment

Education

Postsecondary education required
Canadian Securities Course (CSC) required
CIM, PFP or progress towards CFP would be considered an asset
Series 6/7 would be 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.