Assistant Team Coordinator

Join Richardson Wealth as an Assistant Team Coordinator in Vancouver. Provide exceptional support to Investment Advisors while enhancing client relationships and ensuring seamless team operations.

This role focuses on fostering client service and administrative excellence within our investment team. You will assist in preparing documentation, manage calendars, and coordinate client events at Richardson Wealth. Contributing to our growth, your ability to prioritize tasks and maintain organization will be key.

Key Responsibilities:

• Manage incoming client communications via phone and email

• Prepare documentation for client reviews and presentations

• Coordinate meetings and maintain Advisors' calendars

• Foster client relationships and resolve inquiries

• Support event planning and marketing initiatives

Requirements:

• Strong client relationship management skills

• Excellent verbal and written communication in English

• Relevant financial sector or administrative experience

• Proficiency in Microsoft Office and CRM systems

• Post-secondary education

Bring your ability to support Advisors and client service excellence to Richardson Wealth in Vancouver.
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