Description
Richardson Wealth is hiring an Assistant to support its investment advisors and client service team through administrative coordination, account documentation, client communications, recordkeeping, and Salesforce and Microsoft 365 workflows. The role also involves tracking follow-ups, supporting office administration, identifying process improvements, and maintaining accurate, compliant records. Experience in wealth management, financial services, or a regulated professional-services environment is an asset, while post-secondary education in a related field and CIRO registration or willingness to become licensed are preferred.
