Overview
Administrative Assistant Jobs in Toronto, Canada at Richardson Wealth
Position: Administrative Assistant at Richardson Wealth
Elevate your career as an Administrative Assistant at Richardson Wealth in Toronto. Support Investment Advisors while delivering exceptional client service and managing administrative responsibilities.
Richardson Wealth is looking for an Administrative Assistant to bolster their Toronto team.
Your role will include assisting Investment Advisors with documentation, fostering client relationships, and handling various administrative tasks. This position requires strong communication skills and a background in finance or administration to excel in a fast-paced environment.
Key Responsibilities:
• Manage client inquiries via phone and email
• Assist in preparing account documentation and reports
• Support client relationship development and maintenance
• Follow up on trades for proper settlement
• Maintain accurate expense records and filing systems
Requirements:
• Proven client relationship management skills
• Experience in the financial sector or administration
• Proficient in Microsoft Office and CRM systems
• Strong organizational and multitasking abilities
• Post-secondary education credential
Bring your detail-oriented approach and strong communication skills to the Richardson Wealth team.
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Title: Administrative Assistant
Company: Richardson Wealth
Location: Toronto, Canada
Category:
