Richardson Wealth Ltd
Administrative Assistant to Investment Advisors
Job Description
Contribute to Richardson Wealth as an Administrative Assistant supporting Investment Advisors in Saskatoon. Deliver top-tier client service while handling various administrative tasks.
This role involves providing comprehensive support to Investment Advisors in our Saskatoon office. Responsibilities include professional communication with clients, preparing key documentation, and assisting with inquiries. A successful candidate will exhibit strong organizational skills and a professional demeanor in every client interaction.
Key Responsibilities:
• Respond to client requests and maintain communications
• Assist in documentation preparation for client accounts
• Foster strong relationships with clients for better service
• Resolve account-related inquiries efficiently
• Conduct general administrative tasks and maintain office records
Requirements:
• Prior experience in financial or administrative roles
• Strong verbal and written communication skills in Eng...
This role involves providing comprehensive support to Investment Advisors in our Saskatoon office. Responsibilities include professional communication with clients, preparing key documentation, and assisting with inquiries. A successful candidate will exhibit strong organizational skills and a professional demeanor in every client interaction.
Key Responsibilities:
• Respond to client requests and maintain communications
• Assist in documentation preparation for client accounts
• Foster strong relationships with clients for better service
• Resolve account-related inquiries efficiently
• Conduct general administrative tasks and maintain office records
Requirements:
• Prior experience in financial or administrative roles
• Strong verbal and written communication skills in Eng...