Assistant, Team Coordinator

Richardson Wealth Ltd•Vancouver, BC

7d•CA$40,000 - CA$65,000•Onsite

About The Position

We are seeking an individual to join our team in the Vancouver office. As an Assistant, Team Coordinator 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 and planning and execution of client events. This is an existing vacancy.

Requirements

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, Outlook and Copilot
Experience with Client Relationship Management (CRM) systems such as Salesforce
Strong organizational skills
Meticulous attention to detail
Ability to prioritize, multitask, work within time constraints and follow-up
Ability to work in a team environment
Ability to quickly learn new technologies and programs
Team player will be well versed in their ability to anticipate needs of company leaders and confident in their ability to maintain organization

Responsibilities

Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors, and other internal and external partners
Assist the Investment Advisors in preparing account documentation including client reviews, presentations, correspondence and reports
Manage the Advisors calendar and co-ordinate meetings
Work with the Advisors to keep them informed of upcoming commitments and responsibilities
Make travel arrangements and reservations for the Advisors
Processes expenses
Assisting with the coordination of marketing and event planning
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
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 controls
Collaborates with internal and external participants to deliver on business objectives
Work as a point of contact on all matters pertaining to the Advisors including those of a confidential nature