Branch Assistant

Richardson Wealth; Charlottetown; On-site; CAD 43,200 - 52,800; Full time

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Performance-based incentive plan

Job summary

Richardson Wealth in Charlottetown is seeking a Branch Assistant to provide administrative support to the branch and its investment advisors. You will help with daily banking tasks, client service, and office coordination in a professional, client-focused environment.

The role requires 1–3 years in finance, strong MS Office skills, attention to detail, and the ability to multitask in a busy setting. Training and growth opportunities are offered within a supportive, inclusive team.

Qualifications

• 1–3 years of experience in the finance industry.
• Willingness to learn new skills and adapt to change.
• Ability to multitask and stay professional under pressure.
• Familiarity with brokerage operations.
• Proficiency with Dataphile and Microsoft Office Suite.
• Strong communication and interpersonal skills.
• Excellent organizational skills and attention to detail.

Responsibilities

• Process daily cheque deposits and record client credits.
• Print and mail cheques; process certificates deposits.
• Monitor petty cash and assist compliance tasks.
• Support IT setups and branch admin functions.
• Greet clients, coordinate meetings and manage mail.
• Handle accounts payable and office supplies.

Skills

Finance experience

Multitasking

MS Office

Communication skills

Organizational skills

Attention to detail

Adaptability

Brokerage knowledge

Tools

Dataphile

Job description

About Us

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.

Duties And 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

Branch Functions

• 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

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

Qualifications

• 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

The expected annualized base salary range for this role is $43,200-$52,800.

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.