Investment Advisor Administrative Assistant

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

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Job summary

Richardson Wealth Ltd in Charlottetown, Prince Edward Island, is seeking a receptionist to support a professional office. You will greet clients, manage calls, coordinate meetings, and assist branch administration while backing the investment advisory team with documentation and client service.

The role offers ongoing training, a collaborative environment, and a comprehensive benefits package including health and dental coverage, RRSP matching, and paid time off.

Qualifications

• 1–3 years of experience in the finance industry is beneficial.
• Ability to multitask and maintain professionalism in a high-pressure environment.
• Strong Microsoft Office Suite skills and attention to detail.
• Excellent communication and interpersonal skills.

Responsibilities

• Receive, greet, and direct calls and clients.
• Coordinate branch and client meetings; set up boardrooms.
• Assist to coordinate branch operations and account documentation.
• Assist Investment Advisors with administrative support and client inquiries.
• Update client accounts and liaise with back-office staff.

Skills

Communication skills

Multitasking

Organizational skills

Finance industry knowledge

Tools

Microsoft Office

Job description

Richardson Wealth Ltd in Charlottetown, Prince Edward Island, is seeking a receptionist to support a professional office. You will greet clients, manage calls, coordinate meetings, and assist branch administration while backing the investment advisory team with documentation and client service.

The role offers ongoing training, a collaborative environment, and a comprehensive benefits package including health and dental coverage, RRSP matching, and paid time off.