Investment Advisor Assistant at Richardson Wealth
R
Richardson Wealth
📍 toronto, on, Canada
Job Description
Become an Investment Advisor Assistant with Richardson Wealth in Toronto, where your administrative skills will enhance client service and team efficiency.
This position at Richardson Wealth calls for an individual ready to provide crucial support to Investment Advisors. The Assistant will handle client communications, maintain accounts, and perform various administrative tasks. Your strong interpersonal skills and financial sector experience are keys to succeeding in this role.
Key Responsibilities:
• Serve as the first point of contact for clients and Advisors
• Aid in the preparation of accounts and reports
• Develop and nurture client relationships
• Respond to client inquiries and requests promptly
• Maintain office filing and expense records
Requirements:
• Superior client management experience
• Background in finance or administrative support
• Excellent verbal and written communication skills
• Proficient with Microsoft Office and CRM tools
This position at Richardson Wealth calls for an individual ready to provide crucial support to Investment Advisors. The Assistant will handle client communications, maintain accounts, and perform various administrative tasks. Your strong interpersonal skills and financial sector experience are keys to succeeding in this role.
Key Responsibilities:
• Serve as the first point of contact for clients and Advisors
• Aid in the preparation of accounts and reports
• Develop and nurture client relationships
• Respond to client inquiries and requests promptly
• Maintain office filing and expense records
Requirements:
• Superior client management experience
• Background in finance or administrative support
• Excellent verbal and written communication skills
• Proficient with Microsoft Office and CRM tools