Client-Focused Assistant

Elevate your career with Richardson Wealth as a dedicated Assistant in Saskatoon. Support Investment Advisors and enhance client relationships while managing essential administrative tasks.

We are looking for an Assistant to join our Saskatoon office at Richardson Wealth. In this role, you will be integral to supporting Investment Advisors, ensuring outstanding client service, and performing vital administrative functions. Ideal candidates will possess relevant experience, superior client relationship management skills, and a commitment to teamwork.

Key Responsibilities:

• Respond to calls and emails from clients and Advisors

• Assist in preparing documentation and presentations

• Foster strong relationships with clients

• Investigate and resolve account inquiries

• Maintain accurate expense records and files

Requirements:

• Experience in the financial sector or administration

• Excellent verbal and written communication skills

• Proficient in Microsoft Office applications

• Strong organizational skills with meticulous attention to detail

• Post-secondary education

Contribute your skills to ensure exceptional client service at Richardson Wealth in Saskatoon.
#J-18808-Ljbffr