Overview
Investment Advisor Support Assistant Jobs in Toronto, Canada at Richardson Wealth Ltd
Elevate your career as an Assistant at Richardson Wealth in Toronto, where you will support Investment Advisors and deliver outstanding client service. Your administration skills will enhance our team’s capabilities.
This Assistant role involves supporting Investment Advisors directly by managing communications and maintaining accurate client documentation. You will help foster strong relationships with clients and ensure the smooth operation of administrative tasks essential to our services and culture.
Key Responsibilities:
• Professional handling of client phone and email inquiries
• Assist in preparing client presentations and reports
• Support clients by addressing inquiries and maintaining files
• Ensure accuracy in expense records and office documentation
• Execute various administrative duties as required
Requirements:
• Experience in financial services or administration
• Superior client relationship and communication skills
• Advanced proficiency in Microsoft Office
• Familiarity with CRM tools like Maximizer
• Post-secondary education with strong attention to detail
Enhance Richardson Wealth’s client experience while developing your skills in this integral support role in Toronto.
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Title: Investment Advisor Support Assistant
Company: Richardson Wealth Ltd
Location: Toronto, Canada
Category: