Branch Operations Associate – 12 Month 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

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