Assistant - Comox, Canada - Richardson Wealth

Richardson Wealth

Verified Company

Comox, Canada

6 days ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Employment Status:

Permanent Full-Time

Location:

Comox, BC

Department:

Retail

Reporting To:

Investment Advisor(s) and Branch Management Team

Job Id:

CMX - 001

Job Level:

L3

Seniority Level:

Associate

Position Overview:

We are seeking a career motivated individual to join our team in our brand-new Comox office.

As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisors and team, ensuring high-level client service, and effective functioning of the team through administration-related tasks.

Duties & Responsibilities:

Team Support:_
Assist the team in preparing account documentation including client reviews, presentations, correspondence and reports
Assist with the design and execution of communications program for the team, including marketing and social media
Assist with creating and planning client events and programs.
Client Service:_
Foster and support client relationships
Respond efficiently and effectively 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 transfers, trades, and other activity to ensure timely conclusions
Administration:_
Adhere to professional practices and standards, as well as internal processes and controls
General office management such as coordination of vendors, reorder/restock supplies and stationery
Maintain expense records and spreadsheets
General administrative office duties as required

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) systems such as Maximizer
Strong organizational skills and meticulous attention to detail
Ability to prioritize, multitask, work within time constraints and followup
Ability to work in a team environment, quickly learn new technologies and programs and assist with team training
Ability to troubleshoot technology issues if they arise and assist team in effective, efficient use of technology to best serve clients
Motivated to advance your career with additional courses as needed

Education:

Postsecondary education is an asset
Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) would also be of added value