Dive into an associate role at Richardson Wealth in Toronto, delivering exceptional client service in financial operations. Your focus will be on supporting Investment Advisors and enhancing client experiences.
This position requires a proactive approach to managing client inquiries and preparing financial documents. With your background in financial services, you’ll assist with transactions, compliance measures, and reporting. Your exceptional organizational skills will help ensure a seamless client experience.
Key Responsibilities:
• Support Investment Advisors with client transactions
• Prepare internal reports and financial statements
• Communicate with clients regarding account details
• Ensure compliance with regulations and standards
• Oversee team email and task delegation
Requirements:
• Minimum 3 years' experience in financial services
• Strong communication skills in English
• CIRO licensed as Investment Representative (IR)
• Detail-orient...