Elevate your career as a Branch Assistant with Richardson Wealth in Charlottetown, PE. This hybrid role supports investment advisors and enhances client experiences through solid administrative skills. As a Branch Assistant, you will provide essential administrative support while working closely with investment advisors and clients. This role demands 1-3 years of experience in finance, multitasking abilities, and professionalism in a high-pressure setting.
Key responsibilities include managing daily deposits, ensuring compliance, and assisting with technology setups. Key Responsibilities:
- Process daily cheque deposits and maintain records
- Assist with new account documentation and compliance
- Receive and greet clients while managing calls
- Coordinate branch meetings and manage supplies
- Provide backup support to the Branch Administrator Requirements:
- 1-3 years in the Finance industry
- Familiarity with brokerage operations and Dataphile
- Strong Microsoft Office skills
- Excellent communication and interpersonal abilities
- Detail-oriented and organized Join Richardson Wealth to enhance client satisfaction through efficiency and professionalism.