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Assistant

Employment Status
Permanent Full-Time
Location
Edmonton, AB
Department
Retail
Reporting To
Investment Advisor(s) and Branch Management Team
Job Id
EDM – 025
Job Level
L3
Seniority Level
Associate
Position Overview

We are seeking an individual to join our team in the Edmonton 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.

Duties & 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 know your client documents, investment policy statements

Administration:

  • Prepare documents for electronic or mail delivery
  • Inputting data and maintaining CRM (Customer Relationship Management) software (Maximizer)
  • Filing and general administrative office duties as required
  • Adhere to professional practices and standards, as well as internal processes and controls

Client Service:

  • Respond to requests for information from clients
  • Investigate and resolve inquiries related to Online Account Access (MyRichardsonWealth)
Skills & Qualifications
  • 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
  • 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
Education
  • High School Diploma
  • Office Assistant Certificate would be an asset
  • Business Management/Administration Certificate/Diploma would be an asset
  • Prior work experience in financial services would be an asset
  • University or College (Financial) Degree would be an asset
  • Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset
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