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Open nowPosted 13 hours ago

Assistant

Richardson Wealth Ltd34 open roles

Where
100 Queens Quay E, Toronto, ON M5E 1Y3, Canada
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Your applicationOpen nowAssistantRichardson Wealth Ltd · 100 Queens Quay E, Toronto, ON M5E 1Y3, Canada

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Richardson Wealth Ltd's own form.

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The clock on this job

Early applications get read.

13.8% of postings close within 7 days. Measured by our own scanner across the market. Richardson Wealth Ltd postings stay open a median of 21 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.8%7 days
  4. 22.3%14 days
  5. 37.8%30 days
  6. 59.0%60 days
This job: posted 13 hours ago

Richardson Wealth Ltd median: 21 days open

The posting

Take Your Career to the Next Level This is an exciting opportunity for you to join a highly respected wealth management business, where you will have the opportunity to work alongside experienced professionals, build strong relationships with high-net-worth clients, and play a meaningful role in the continued success of the firm. This is an ideal opportunity for a hardworking individual who is looking to take their career to the next level, develop their expertise, and become part of a dynamic team where their contributions will be genuinely valued. What We Offer An opportunity to join one of the leading, fast-paced financial advisory teams in our downtown Toronto office. As an Assistant, you will contribute to growing the business by supporting the Investment Advisors, ensuring a high level of client service, and providing dedicated, specialized administrative support across a variety of assignments.This is an existing vacancy What the Position Includes Account Openings & Administrative Support

Prepare account opening documentation, transfer authorizations, Investment Policy Statements, and Know Your Client (KYC) documentation for individuals, corporations, and trusts.

Prepare subscription agreements, process address updates, electronic funds transfers (EFTs), journals, and other account-related transactions.

Client Service & Communication

Provide a high level of client service through email, telephone, and mail correspondence.

Deliver proactive and high-quality communication to ensure clients are continually informed of details and updates related to their accounts.

Qualifications

3–4 years of experience in account openings, account transfers, and administration of client accounts within the financial services industry.

Strong verbal and written communication skills in English.

Strong organizational and time management skills, with exceptional attention to detail.

Ability to take initiative and work independently.

Commitment to learning new technologies, programs, and systems.

Understanding of industry compliance regulations.

Regular team hours are 7:30 a.m. – 4:00 p.m.

Education A college degree in Finance or a related field is considered an asset.The expected annualized base salary range for this role is $55,000-$60,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package including comprehensive health & dental benefits, a group RRSP matching plan and paid time off. We Invite You to Apply If you are a professional looking to take your career to the next level in financial services, this is an opportunity to make a meaningful impact while learning from and being part of a highly experienced team. You will gain practical experience in managing day-to-day operations, developing your expertise, and building relationships that will shape your career trajectory. If you are looking to join a collaborative, high-caliber team where your contributions are valued and your potential is recognized, we encourage you to apply.

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