Front Office Assistant — Investment Advisor Support

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

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Performance-based incentive plan

Job summary

Richardson Wealth Limited in Charlottetown is hiring a receptionist to support branch administration and the advisory team with documentation and client service.

You will greet callers and visitors, handle mail, coordinate meetings, process cheques, and assist with accounts payable and office supplies in a professional finance environment.

The role offers a base salary of CAD 43,200 to CAD 50,000 plus benefits and incentive programs.

Qualifications

• 1–3 years in finance or brokerage environments is beneficial.
• Professional and courteous demeanor with strong communication.
• Ability to work efficiently under pressure.
• Proficient in MS Office and office software.

Responsibilities

• Receive, greet, and direct calls and clients.
• Sort and distribute mail and manage meetings.
• Assist with accounts payable and office supplies.
• Support branch administrator with documentation and client account setup.
• Provide backup to receptionist and assist advisory team.
• Coordinate client events and liaise with marketing.

Skills

Communication skills

Interpersonal skills

Attention to detail

Organizational skills

Multitasking

Willingness to learn

Adaptability

Financial services knowledge

Tools

Microsoft Office Suite

Job description

Richardson Wealth Limited in Charlottetown is hiring a receptionist to support branch administration and the advisory team with documentation and client service.

You will greet callers and visitors, handle mail, coordinate meetings, process cheques, and assist with accounts payable and office supplies in a professional finance environment.

The role offers a base salary of CAD 43,200 to CAD 50,000 plus benefits and incentive programs.