Assistant - Toronto, Canada - Richardson Wealth

Richardson Wealth
Richardson Wealth
Verified Company
Toronto, Canada

2 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description

Employment Status:

Permanent Full-Time


Location:

Toronto, ON


Department:

Retail


Reporting To:

Investment Advisor(s) and Branch Management Team


Job Id:

TOR - 461


Job Level:

L3


Seniority Level:

Associate


Position Overview:

We are seeking an individual to join our team in the Toronto 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.


Duties & Responsibilities:


  • Investment Advisor Support:_
  • Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports, NAAF and KYC Updates
  • Assist the Investment Advisor (s) in preparing client meeting, Tax Packages, 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 controlsdministrationrelated tasks.

Skills & 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)
  • 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
  • Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset
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