Associate, 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

The Associate, Team Coordinator will organize and manage operational tasks for a large HNW Investment Advisory team.

You will oversee the day-to-day activities and operations of the IA practice through effective processes, multiple calendar management, team events and other projects as required.

Duties And Responsibilities

Team Operations and Assistance:

• Manage the execution of transactions on behalf of the Advisor
• Analyze all existing team processes and practices, identify efficiencies and implement recommended improvements
• Manage the business model for the team to utilize for the client onboarding process, ongoing communications and client service for operational excellence
• Ensure team compliance to both industry and corporate rules and guidelines
• Coordinate the operations of the team by filtering tasks and assigning to appropriate team member for completion
• Seek professional development opportunities, for self and team members
• Manage workflow to ensure file preparation is timely and efficient for the team
• Delegate tasks to the team with assigned priorities and deadlines
• Maintain and supervise team diary system
• Manage projects and track progress and results
• Download information to shared site and client files
• Address software and IT issues and ensure team is operating at an optimal level
  
  

Client Service

• Answer phones and greet people in the lobby. Be the ‘manager of first impressions’
• Direct client calls to proper team members
• Manage advisor schedule for clients, prospects, personal appointments and confirm appointments to ensure that there aren’t any missed meetings
• Book boardrooms for meetings and ensure that boardrooms are used efficiently
• Schedule and facilitate Microsoft Teams meetings
• Ensure relevant materials are prepared for client meetings
• Ensure team is leveraging CRM system to its fullest
  
  

Qualifications

• Autonomy, initiative and attention to detail
• Ability to analyze and identify process improvements and implement them
• Capability to strategize and manage competing tasks and entire team workflow
• Outstanding communication skills and ability to work within a team
• Ability to operate in a demanding environment and adhere to timelines
• Demonstrates and supports open, honest, and direct communication
• Experience in the financial sector working within an Investment Advisor team would be an asset
• Previous experience as an administrative/executive assistant would be an asset
  
  

Education

• College diploma or University degree in business, commerce or related field(s)
• Registered as an Investment Representative (IR) with CIRO is required
  
  

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.

Apply Now