Branch Assistant

Richardson Wealth Ltd; Kitchener; Hybrid; CAD 40,000 - 55,000; Full time

Job summary

Richardson Wealth, a leading Canadian wealth management firm, seeks a Branch Assistant to provide essential administrative support in a professional and dynamic environment. The role includes tasks such as managing accounts, assisting with IT setups, and facilitating client interactions. Join us in a company dedicated to employee growth and client satisfaction.

Qualifications

• 1-3 years working experience in the Finance industry required.
• Operations familiarity within the brokerage industry preferred.
• Eager to learn new skills and adapt to a changing work environment.

Responsibilities

• Provide administrative support to the branch and clients.
• Manage incoming and outgoing mail, coordinate meetings.
• Backup to the Branch Administrator and support branch personnel as needed.

Skills

Detail oriented

Organizational skills

Strong communication

Interpersonal skills

Multitasking

Adaptability

Tools

Microsoft Office Suite

Dataphile

Job description

Job Description

Posted Tuesday, June 24, 2025 at 4:00 a.m.

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 onsite role with standard operating hours from 8:30 AM to 4:30 PM.

Duties and Responsibilities
Administrative functions:
• Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit
• Printing and mailing cheques
• Receiving certificates deposits
• Assisting 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
• Responsible for providing remote administrative support to Kitchener, Guelph and Brantford branches
• Acts as a backup, covering the duties of team assistants when they are away

Reception functions:
• Receive, greet and direct calls and clients
• Manage the sorting and distribution of all incoming and outgoing mail, including coordinating courier services.
• 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

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. We are a proud partner of Pride at Work Canada.