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Added 23 mins ago
RD
Administrative Assistant
RBC Dominion Securities
Sudbury, ON · Greater Sudbury, ON
- Full-time
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Added 23 mins ago
RD
Administrative Assistant
RBC Dominion Securities
Timmins, ON
- Full-time
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Added 23 mins ago
RD
Administrative Assistant
RBC Dominion Securities
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 23 mins ago
A
Executive Assistant
Altis
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
Our client, a growing financial services organization, is seeking a proactive and resourceful Executive Assistant to provide dedicated support to a senior leader. This is an exciting…
Added 23 mins ago
TS
Counsellor - Men's Addiction Treatment
The Salvation Army in Canada
Vancouver, BC
- Full-time
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Added 39 mins ago
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Counsellor - Men's Addiction Treatment
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Added 54 mins ago
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- $75,000 to $85,000 CAD / year
- Full-time
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Added 1 hour ago
RB
Administrative Assistant
Royal Bank of Canada
Calgary, AB
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 1 hour ago
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Portfolio Management Assistant
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AB · EDMONTON, Alberta
- Full-time
As the Portfolio Management Assistant, you will primarily be responsible for assisting the Investment Counsellor/Portfolio Manager to track/write new and updated Investment Policy…
Added 1 hour ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, ON
- Full-time
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Added 1 hour ago
R
Administrative Assistant
RBC
Timmins, ON
- Full-time
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Added 1 hour ago
R
Administrative Assistant
RBC
Sudbury, ON
- Full-time
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Added 1 hour ago
P
Administrative Assistant
PwC
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Strong client service focus. Commitment to encouraging and demonstrating exceptional service delivery, displaying an image of professionalism, discretion, integrity and tact
Added 1 hour ago
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Paralegal
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Calgary, AB
- Full-time
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Added 1 hour ago
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Administrative Assistant - Ambulatory Care Program - Regular Part Time
Yukon Hospital
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Added 1 hour ago
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Reporting to the Supervisor, the Administrative Assistant will provide administrative support to our Employment program team. This role plays a key part in ensuring accurate documentation,…
Added 1 hour ago
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BS
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Family Physician
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Toronto, ON · North York, ON
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Added 2 hours ago
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Administrative Assistant
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AB · Edmonton, AB
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…direction pertaining to their housing needs. The Administrative Assistant will support the staff and residents in Edmonton Kisnimi Ti Housing to provide a quality service to meet NCSA…
Added 2 hours ago
QM
Adjoint(e) administratif(ive) / Administrative Assistant
Quantum Management Services Ltd.
Montreal, QC
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The Administrative Assistant provides administrative support services while working closely with partners, managers, and professionals to help ensure the smooth operation of the firm.

Richardson Wealth Ltd

Assistant

Ottawa, ON, Canada

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Job details

Posting language: English
Posted: Oct 26, 2026

Original job description

Who We Are:

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
We are seeking an individual to join our team in the Ottawa office. As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the team through administration-related tasks.

This is an existing vacancy

Duties and Responsibilities
Investment Advisor Support:
• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
• Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports

Client Service:
• Foster and support client relationships
• Respond to requests for information from clients
• Investigate and resolve inquiries related to accounts
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery

Administration:

Maintain expense records and spreadsheets
Filing and general administrative office duties as required

Adhere to professional practices and standards, as well as internal processes and controls

Qualifications
• Superior client relationship management skills
• Demonstrate a professional and friendly manner
• Excellent verbal and written communication skills in English
• Relevant experience in the financial sector and/or administrative experience
• Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
• Experience with Client Relationship Management (CRM) systems such as Maximizer
• Strong organizational skills
• Meticulous attention to detail
• Ability to prioritize, multitask, work within time constraints and follow-up
• Ability to work in a team environment
• Ability to quickly learn new technologies and programs

Education
• Post-secondary education

The expected annualized base salary range for this role is $40,000-$65,000
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.

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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More about this job

Responsibilities

The Assistant will provide administrative and operational support to Investment Advisors to ensure high-level client service. Responsibilities include managing client communications, preparing account documentation, and maintaining office records.

Requirements

Candidates must possess superior client relationship management skills and proficiency in Microsoft Office applications. A post-secondary education and relevant experience in the financial or administrative sector are required.

Skills

Microsoft Office
Word
Excel
PowerPoint
Outlook
Maximizer
Communication skills
Organizational skills
Attention to detail
Multitasking
Time management
Financial sector knowledge
Administrative support
Account documentation
Client service

Benefits

Health benefits
Dental benefits
Group RRSP matching plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor support
Client service
Account documentation
CRM
Maximizer
Administrative duties
Financial sector
Microsoft Office
Client files
Trade settlement
Expense records
Professional standards
Communication
Multitasking
Time constraints
Team environment
Client-centric
Wealth management organization
Office administration

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