Overview
Assistant, Team Coordinator Jobs in Calgary, Alberta, Canada at Richardson Wealth
March 11, 2025
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.
Position Overview
We are seeking an individual to join our team in the Calgary 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
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
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
Administration :
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
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
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 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.
#J-18808-Ljbffr
Title: Assistant, Team Coordinator
Company: Richardson Wealth
Location: Calgary, Alberta, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator)
