Jobs at Richardson Wealth

Supports Investment Advisors by providing client service, preparing account documentation, responding to inquiries, maintaining client files, following up on trades, tracking expenses, and performing general administrative duties. The role requires strong communication, organization, attention to detail, Microsoft Office proficiency, CRM experience, and the ability to manage multiple priorities in a financial services environment.

Provides senior bilingual English/French support to wealth management advisors, advisor teams, and clients using client-facing systems and digital service channels. Handles complex inquiries, escalations, troubleshooting, and cross-functional issue resolution through phone and email. Delivers system training and coaching, supports digital adoption, identifies service improvements, and contributes to testing, process changes, reporting, knowledge sharing, and service readiness.

Provides bilingual English/French front-line support to financial advisors, advisor teams, and clients through phone, email, and digital service channels. Resolves routine access, navigation, functionality, and process inquiries; documents interactions; triages complex issues; and escalates matters appropriately. The role requires accurate communication, strong computer skills, empathy, discretion, and the ability to manage high-volume support while learning wealth-management systems and service processes.

Supports investment advisors through client service, account documentation, calendar and travel coordination, expense processing, event planning, correspondence, filing, and administrative tasks. Maintains client records, responds to inquiries, coordinates internal and external stakeholders, and handles confidential advisor-related matters. Requires strong organization, communication, attention to detail, Microsoft Office and CRM proficiency, and post-secondary education.