Assistant

Richardson Wealth Ltd•Calgary, AB

2d•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

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
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, correspondance and reports
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