Assistant

Richardson Wealth Ltd • Vancouver, BC

15h • Onsite

About The Position

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. This is an existing vacancy.

Requirements

• At least 1 year of experience in the financial services industry.
• 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 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.

Responsibilities

• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners.
• Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondence and reports, NAAF and KYC Updates.
• Assist the Investment Advisor (s) in preparing client meeting, Tax Packages, Salesforce Data Integrity and other administrative task assigned.
• Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage.
• Provide gold standard client service anticipating client needs and delivering proactive and quality communications to ensure clients are apprised of details related to their accounts.
• 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.
• 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.

Benefits

• bonuses or incentives
• comprehensive health & dental benefits
• a group RRSP matching plan
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level