Wealth Branch Assistant & Client Ops (Hybrid) (Charlottetown)

Wealth Branch Assistant & Client Ops (Hybrid) (Charlottetown)

06 Aug
|
Richardson Wealth
|
Charlottetown

06 Aug

Richardson Wealth

Charlottetown

Richardson Wealth Ltd in Charlottetown, PE offers a Branch Assistant role providing administrative support to the branch and investment advisors. The position handles cheques, deposits, account documentation, IT setups, and reception duties within a hybrid, client-focused setting.

The role requires 1-3 years in finance, strong MS Office skills, attention to detail, and the ability to multitask under pressure.

📌 Wealth Branch Assistant & Client Ops (Hybrid) (Charlottetown)
🏢 Richardson Wealth
📍 Charlottetown

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