Assistant

Richardson Wealth is seeking an Assistant to join their Winnipeg office. The incumbent will provide support to Investment Advisors, ensure high-level client service, and perform administrative tasks.

Requirements

• Superior client relationship management skills
• Excellent verbal and written communication skills in English
• Relevant experience in the financial sector and/or administrative experience
• Excellent proficiency with Microsoft Office
• Experience with Client Relationship Management (CRM) systems
• Strong organizational skills
• Meticulous attention to detail
• Ability to prioritize, multitask, work within time constraints and follow-up