עוֹזֵר
Support investment advisors, manage documents, respond to client needs, and grow in a high-performing, inclusive environment. English required; French and securities course are assets.
סקירת תפקיד
The Assistant role at Richardson Wealth is full-time, providing administrative and client service support to the investment advisor team. Compensation details are not publicly disclosed, but benefits and advancement opportunities may be available. Previous experience in finance or administration is an asset. English fluency is a must, while French proficiency is considered a plus. The completion of the Canadian Securities Course and the Conduct and Practices Handbook Course, or willingness to pursue them, can enhance candidacy. The environment is inclusive and supports professional development.
אחריות יומיומית
As an Assistant, your scope will include supporting advisors with client account documentation and the preparation of reports and presentations. You will handle client requests and inquiries, ensuring all documentation is current and files are accurate. Additional tasks include tracking expenses, updating spreadsheets, and performing filing duties. Responding to phone and email communication from clients and internal partners is a key part of the job. Fast learning and adaptability to new technologies are important to succeed in this dynamic environment.
Pros of Working Here
One major benefit is the opportunity to work in a growth-focused firm that values professional advancement. The team-oriented culture ensures employees feel valued and supported. Richardson Wealth commits to diversity, equity, and inclusion standards, making it a welcoming workplace. Regular training and upskilling opportunities are available. The firm’s reputation and positive employee reviews enhance job security.
חסרונות שיש לקחת בחשבון
The Assistant position can be demanding during peak times, requiring strong organization and time management skills. Administrative roles may occasionally feel repetitive, and advancement can depend on gaining additional certifications. Because bilingualism is an asset, non-French speakers may have increased competition. Adapting to evolving internal systems and technologies might present a learning curve.
Verdict: Is This Job for You?
The Assistant position at Richardson Wealth is recommended for candidates seeking administrative and client service experience within the financial sector. The inclusive culture, professional resources, and opportunity to work with industry leaders make this a role with excellent career potential. If you are detail-oriented, thrive in a client-driven environment, and value skill development, this opportunity should be on your radar.
