Assistant/Branch Assistant

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

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Job summary

Richardson Wealth Ltd in Charlottetown, Prince Edward Island, is seeking a receptionist to support a professional office. You will greet clients, manage calls, coordinate meetings, and assist branch administration while backing the investment advisory team with documentation and client service.

The role offers ongoing training, a collaborative environment, and a comprehensive benefits package including health and dental coverage, RRSP matching, and paid time off.

Qualifications

• 1–3 years of experience in the finance industry is beneficial.
• Ability to multitask and maintain professionalism in a high-pressure environment.
• Strong Microsoft Office Suite skills and attention to detail.
• Excellent communication and interpersonal skills.

Responsibilities

• Receive, greet, and direct calls and clients.
• Coordinate branch and client meetings; set up boardrooms.
• Assist to coordinate branch operations and account documentation.
• Assist Investment Advisors with administrative support and client inquiries.
• Update client accounts and liaise with back-office staff.

Skills

Communication skills

Multitasking

Organizational skills

Finance industry knowledge

Tools

Microsoft Office

Job description

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.

Duties and Responsibilities

Reception functions

• 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

Salary and Benefits

• 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.