About this role
Assistant at Richardsonwealth. Location: Toronto, Ontario, Canada. Role: supporting advisors, servicing clients, maintaining records Requirements: Provide administrative and client service support to Investment Advisors; proficiency with Microsoft Office and CRM (Maximizer); post-secondary education; strong communication, organizational, and attention-to-detail skills. Category: Administrative & Clerical Support Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Maximizer Commitment: Full Time Workplace: Hybrid Languages: English