Wealth Branch Assistant & Client Ops (Hybrid) (Prince Edward Island)

Wealth Branch Assistant & Client Ops (Hybrid) (Prince Edward Island)

11 Aug
|
Richardson Wealth
|
Prince Edward Island

11 Aug

Richardson Wealth

Prince Edward Island

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

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📌 Wealth Branch Assistant & Client Ops (Hybrid) (Prince Edward Island)
🏢 Richardson Wealth
📍 Prince Edward Island

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