Assistant/Branch Assistant

Richardson Wealth Limited; Charlottetown; On-site; CAD 43,000 - 50,000; Full time

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Performance-based incentive plan

Job summary

Richardson Wealth Limited in Charlottetown is hiring a receptionist to support branch administration and the advisory team with documentation and client service.

You will greet callers and visitors, handle mail, coordinate meetings, process cheques, and assist with accounts payable and office supplies in a professional finance environment.

The role offers a base salary of CAD 43,200 to CAD 50,000 plus benefits and incentive programs.

Qualifications

• 1–3 years in finance or brokerage environments is beneficial.
• Professional and courteous demeanor with strong communication.
• Ability to work efficiently under pressure.
• Proficient in MS Office and office software.

Responsibilities

• Receive, greet, and direct calls and clients.
• Sort and distribute mail and manage meetings.
• Assist with accounts payable and office supplies.
• Support branch administrator with documentation and client account setup.
• Provide backup to receptionist and assist advisory team.
• Coordinate client events and liaise with marketing.

Skills

Communication skills

Interpersonal skills

Attention to detail

Organizational skills

Multitasking

Willingness to learn

Adaptability

Financial services knowledge

Tools

Microsoft Office Suite

Job description

Who We Are

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.

Who We Are

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 role entails receptionist duties in a professional office setting, assist with branch administrative functions and to assist advisory team with documentation and team administration.

This is an existing vacancy.

Reception Functions

Duties and Responsibilities

• 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

Branch Functions

• Receiving and processing cheques
• Assist the Branch Administrator in monitoring compliance items
• New account documentation, recorded and couriered to head office
• Back up to the Branch Administrator
• Additional duties as per assigned

Assistant To Investment Advisor Functions

• Acquire expert knowledge of the documentation process and liaise with back-office staff
• Assist Investment Advisors with a range of administrative support
• Answer phones, client inquiries and email client communication
• Process client banking related transactions
• Assist with special projects as required
• Aid in the planning and coordinating of client events
• Update and open client accounts
• Backup ensuring transactions are processed on a timely manner
• Liaise with marketing department
• Client service-related activities
• Additional duties as needed

Qualifications

• 1-3 years working experience in the Finance industry beneficial but not necessary.
• 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
• Strong Microsoft Office Suite skills
• Strong communication and interpersonal skills
• Detail oriented
• Organizational skills

The expected annualized base salary range for this role is $43,200-$50,000.

The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

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.

Why Apply

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.