Client-Focused Associate Role

Join Richardson Wealth as a Client-Focused Associate in Montreal, where you'll enhance client relationships and support Investment Advisors with your administrative expertise.
This role invites individuals with at least three years of experience in financial services to play a critical role in client service and administrative support. You will assist in preparing reports, managing client communications, and executing financial transactions, embodying the high standards of Richardson Wealth's service model.
Key Responsibilities:
• Prepare and analyze investment reports for clients
• Communicate proactively with clients via phone and email
• Attend client meetings for annual reviews and consultations
• Manage execution of transactions as per Advisor directives
• Adhere to compliance regulations for client documentation
Requirements:
• At least 3 years in the financial services industry
• Fluency in both French and English
• Strong skills in Microsoft Off...