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Richardson Wealth: Assistant

Richardson Wealth

This is a Full-time position in Ottawa, ON posted February 26, 2021.

Position OverviewWe are seeking an individual to join our team in the Ottawa office.

As an Assistant the incumbent will contribute to growing the business by providing support to the Portfolio Manager(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.Duties and ResponsibilitiesPortfolio Manager Support:Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partnersAssist the Portfolio Manager(s) in preparing account documentation including client reviews, presentations, correspondance and reportsClient Service:Foster and support client relationshipsRespond to requests for information from clientsInvestigate and resolve inquiries related to accountsRequest information and documentation from clients in order to open accounts and keep client files up to dateFollow up on client trades to ensure proper settlement and deliveryAdministration:Maintain expense records and spreadsheetsFiling and general administrative office duties as requiredAdhere to professional practices and standards, as well as internal processes and controlsQualificationsSuperior client relationship management skillsDemonstrate a professional and friendly mannerExcellent verbal and written communication skills in English (French an asset)Relevant experience in the financial sector and/or administrative experienceExcellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and OutlookStrong organizational skillsMeticulous attention to detailAbility to prioritize, multitask, work within time constraints and follow-upAbility to work in a team environment Ability to quickly learn new technologies and programsEducationPost-secondary educationSuccessful completion of the Canadian Securities Course (CSC) and Conduct and Practices HandbookLicensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative* A Word or PDF version of your resume must be attached to your application *