Investment Advisor Support Associate
R
Richardson Wealth Ltd
📍 calgary, ab, Canada
Job Description
Elevate client experiences as an Investment Advisor Support Associate. Contribute to investment strategies and provide high-level client service through expert administrative support.
This role located in Calgary calls for an individual who will assist Investment Advisors by preparing analyses, maintaining financial models, and managing client communications. Focusing on compliance and account management, you will ensure proactive engagement and adherence to industry regulations while supporting a culture of excellence.
Key Responsibilities:
• Prepare and analyze financial plans and proposals
• Execute transactions efficiently for Advisors
• Manage client communications and inquiries
• Attend and contribute to client meetings
• Ensure compliance with industry standards
Requirements:
• Minimum 3 years of experience in finance
• Exceptional communication and organization skills
• Ability to manage mult...
This role located in Calgary calls for an individual who will assist Investment Advisors by preparing analyses, maintaining financial models, and managing client communications. Focusing on compliance and account management, you will ensure proactive engagement and adherence to industry regulations while supporting a culture of excellence.
Key Responsibilities:
• Prepare and analyze financial plans and proposals
• Execute transactions efficiently for Advisors
• Manage client communications and inquiries
• Attend and contribute to client meetings
• Ensure compliance with industry standards
Requirements:
• Minimum 3 years of experience in finance
• Exceptional communication and organization skills
• Ability to manage mult...