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Wealth Advisory Assistant: Elevate Client Service & Admin
Wealth Advisory Assistant: Elevate Client Service & AdminRichardson Wealth • Calgary, AB, CA
Wealth Advisory Assistant : Elevate Client Service & Admin

Wealth Advisory Assistant : Elevate Client Service & Admin

Richardson Wealth • Calgary, AB, CA
30+ days ago
Job type
  • Full-time
Job description

A leading wealth management firm in Calgary seeks an Assistant to support Investment Advisors and ensure high-level client service. Responsibilities include managing client communications, preparing documentation, and handling various administrative tasks. Candidates should possess strong organizational and client relationship skills, with a background in finance preferred. This role offers an opportunity to grow within a dynamic team-focused environment.

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Wealth Client Service • Calgary, AB, CA

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