Publié il y a 6 mois
Assistant
@ Richardson Wealth Ltd
Saskatoon, Saskatchewan
En bref
Richardson Wealth Ltd is hiring an Assistant for its Saskatoon office to support Investment Advisors with client service, account documentation and office administration. The role involves phone and email client contact, account paperwork and expense records.
Responsabilités :
- Handle incoming client, advisor and partner calls and emails
- Prepare account documentation, reviews and presentations for Investment Advisors
- Resolve account inquiries and keep client files current
- Follow up on client trades for proper settlement
- Maintain expense records and general office filing
Résumé des exigences :
- Superior client relationship management skills
- Excellent English verbal and written communication
- Financial sector or administrative experience
- Proficiency with Microsoft Office and CRM systems such as Maximizer
- Strong organizational skills and attention to detail
- Post-secondary education
Outils et compétences
Source et dates
Site carrière / système de candidatures · dayforce-feed
- Date publiée par l’employeur
- 2026-05-03
- Première détection par notre source
- 2026-10-13
- Mise à jour du dossier source
- 2026-10-13
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Administration |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Formation | Collégial (DEC) (préféré) |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Richardson Wealth Ltd
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
The next generation of wealth.™
Description complète de l’entreprise
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
- Abonnés LinkedIn
- 42 103
- Personnes associées sur LinkedIn
- 932
- Bureaux déclarés
- 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
- Catégories d’activité
- Wealth Management
- Finance
- Consulting
- FinTech
- Financial Services
- Autres noms enregistrés
- Richardson Wealth Ltd
- Richardson Wealth
- Spécialités
- Wealth management
- Wealth strategies
- Tax strategies
- Business succession
- Financial planning
- Estate planning
- Family Office
- Investment management
- Portfolio management
- Alternative investing
- Insurance
- Wealth transfer
- Legacy planning
- and Philanthropy planning
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 501-1,000 employees |
| Siège social | Toronto, Ontario |
| Type d’organisation | Privately Held |
| Spécialités | Wealth managementWealth strategiesTax strategiesBusiness successionFinancial planningEstate planningFamily OfficeInvestment managementPortfolio managementAlternative investing |
| Offres sur Jobsy | 37 |
| Voir la page |
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 Saskatoon office. As an Assistant 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.
This is an existing vacancy.
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 Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports
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
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
Education
• Post-secondary education
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.
Journal
Visible seulement par vous. Conservé sur cet appareil, et dans votre compte une fois connecté.