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Richardson Wealth: Products & Services Associate

Richardson Wealth

This is a Contract position in Montreal, QC posted February 19, 2021.

Position OverviewThis is a remote position.

The candidate must have a secure area in their home to work from, the ability to work effectively in a work-at-home setting and reliable internet.

The candidate should be prepared to work out of the designated Branch/Office location when the circumstances of the pandemic change.The successful candidate will be part of a team responsible for administrative and operational requirements in the support of Canadian and U.S.

fee-based accounts.

This position will require excellent Customer Service skills in supporting and dealing with Advisors, their teams, internal operations as well as our external custodian.

There is a wide range of responsibilities including:Duties and ResponsibilitiesMaintaining accounts (e.G.

opening, closing, updates) according to internal rules and proceduresProcessing of time sensitive request such as deposits, withdrawals, wiring of fundsPortfolio Management Account (PMA) / Separately Managed Accounts (SMA) program supervision including Investment Policy Statement (IPS) monitoringManagement of department content such as policies and procedures on internal websitesReconciliation of daily trade activities, and resolve any incorrect entries in a timely mannerTracking outstanding items and reconcile any completed item to daily activitiesRegularly interact with our advisors, custodian and settlement departmentBecome a subject matter expert for Investment Advisors and their Associates to train and educate them on Products & Services and the tools available to themProviding product support on policy, procedures, and feesManage and update SMA support materials such as mandate profile, Rate of Return (RORs) using Morningstar DirectHelp create sample portfolios and conduct ad hoc analysis for IAs using Morningstar DirectAssist with projects by doing data analysis in ExcelQualificationsExcellent customer service and able to work well under pressure2 years’ experience in the investment industryAbility to multitask and prioritize multiple requestsExperience with Morningstar Direct considered an assetAdvanced knowledge of Microsoft ExcelKnowledge of back-office and retail brokerage operations/requirements an assetExperience with Dataphile, Croesus not required but would be an assetThis role requires someone who is accountable, a problem solver and is able to work with others in a collaborative environmentEducationPost-secondary education requiredCanadian Securities Course (CSC) requiredWealth Management Essentials (WME) course, or progress towards Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Personal Financial Planner (PFP) would be considered an assetSeries 6/7 would be an asset but not required A Word or PDF version of your resume must be attached to your application