Assistant, Team Coordinator

About Us:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Where we’re going:

We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

Position Overview

We are seeking an individual to join our team in the Victoria 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.

Duties and Responsibilities

Investment Advisor Support:

• 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 Advisor

• Processes expenses

Client Service:

• 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

• Handle cash flow processes and transactions

Administration:

• Maintain database such as 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 Advisor including those of a confidential nature

• Plan and organize events and administrative projects for the team

• Support marketing initiatives

Qualifications

• 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 and problem-solving 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

Education

• Post-secondary education

• Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

We are a proud partner of Pride at Work Canada.