Branch Assistant

Richardson Wealth Ltd • Charlottetown, PE

52d • Hybrid

About The Position

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients.
This is an existing vacancy.

Requirements

• 1-3 years working experience in the Finance industry
• Eager to learn new skills and adapt to a changing working environment
• Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment
• Operations familiarity within the brokerage industry
• Familiarity with commonly used programs such as Dataphile
• Strong Microsoft Office Suite skills
• Strong communication and interpersonal skills
• Detail oriented
• Organizational skills

Responsibilities

• Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit
• Printing and mailing cheques
• Receiving and processing certificates deposits
• Monitoring petty cash
• Assist the Branch Administrator in monitoring and clearing up the compliance pending list
• New account documentation
• Assist Branch Administrator with I.T. setups and tech support for branch personnel
• Back up to the Branch Administrator
• Additional duties as per assigned
• Receive, greet and direct calls and clients
• Sort and distribute incoming mail
• Assist to coordinate branch and client meetings, set up boardrooms
• Accounts payable
• Order office and kitchen supplies and monitor inventory

Benefits

• Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed