Client-Focused Assistant

Position: Client-Focused Assistant at Richardson Wealth
Bring your organizational skills to Richardson Wealth as a Client-Focused Assistant. This role combines administrative support with a commitment to client satisfaction in a professional financial environment.

As part of the Porter Zylstra Wealth Management Group, you will be instrumental in ensuring efficient practices through comprehensive administrative and client support. Ideal candidates will possess proficiency in Salesforce and Microsoft 365, alongside a detail-oriented mindset.

Key Responsibilities:

• Provide administrative support to investment advisors and team members

• Prepare and verify documentation for client accounts

• Organize client meeting materials and facilitate follow-ups

• Ensure orderly electronic records and task lists are maintained

• Deliver responsive and professional client service via phone and email

Requirements:

• Excellent organizational skills with strong attention to detail

• Knowledge of Salesforce or similar CRM platforms

• Proficient in Microsoft Office and 365 applications

• Effective communication skills, both verbal and written

• Experience in wealth management or regulated services is beneficial

Utilize your administrative and client service skills to support Richardson Wealth and enhance advisor-client relationships.