80 Grafton St, Charlottetown, PE C1A 1K7, CanadaJob DescriptionPosted Wednesday, July 29, 2026 at 4:00 a.M.About UsAs a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.Position OverviewThe 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 an existing vacancy.Duties and ResponsibilitiesAdministrative functions:Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for auditPrinting and mailing chequesReceiving and processing certificates depositsMonitoring petty cashAssist the Branch Administrator in monitoring and clearing up the compliance pending listBranch functions:New account documentationAssist Branch Administrator with I.T. setups and tech support for branch personnelBack up to the Branch AdministratorAdditional duties as per assignedReception functions:Receive, greet and direct calls and clientsSort and distribute incoming mailAssist to coordinate branch and client meetings, set up boardroomsAccounts payableOrder office and kitchen supplies and monitor inventoryQualifications1-3 years working experience in the Finance industryEager to learn new skills and adapt to a changing working environmentAbility to work efficiently,



multitask and maintain professionalism in a high-pressure environmentOperations familiarity within the brokerage industryFamiliarity with commonly used programs such as DataphileStrong Microsoft Office Suite skillsStrong communication and interpersonal skillsDetail orientedOrganizational skillsThe expected annualized base salary range for this role is $43,200-$52,800.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.Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.#LI-HybridWhy Apply:Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?If so, we’re ready to invest in you.Richardson Wealth is an equal chance employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.80 Grafton St, Charlottetown, PE C1A 1K7, Canada#J-18808-Ljbffr

📌 Branch Assistant (Montague)
🏢 Richardson Wealth
📍 Montague