Branch Assistant (contract)

Richardson Wealth Ltd; Burlington; On-site; CAD 38,000 - 45,000; Full time

Job summary

Richardson Wealth Ltd. is seeking a Branch Assistant to provide administrative support at the Burlington, Canada branch on a 12-month contract. The role involves handling cheque deposits, certs, petty cash, and office administration while coordinating with investment advisors and clients.

IT setup support and reception duties are included. Ideal candidates have 1–3 years in finance, strong MS Office skills, and excellent communication and organizational abilities, with attention to detail in a

Qualifications

• 1–3 years working experience in Finance
• Familiarity with Dataphile
• Strong MS Office skills
• Strong communication and interpersonal skills
• Detail oriented and organized

Responsibilities

• Provide administrative support to the branch and dealing with investment advisors, team members and clients
• Process cheque daily deposits and record credits to client accounts
• Print and mail cheques; process certificates deposits; monitor petty cash
• Assist the Branch Administrator with IT setups and tech support
• Handle reception duties: greet clients, direct calls, coordinate meetings, manage mail and supplies

Skills

Multitasking

Professionalism

Communication skills

Organizational skills

Detail oriented

Adaptability

Tools

Microsoft Office Suite

Dataphile

Job description

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 a 12-month contract.

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 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 $38,400-$45,000.

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.