Elevate your career as a Branch Assistant with Richardson Wealth in Charlottetown, PE. This hybrid role supports investment advisors and enhances client experiences through strong 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
• Solid Microsoft Office skills
• Excellent communication and interpersonal abilities
• Detail-oriented and organized
Join Richardson Wealth to enhance client satisfaction through efficiency and professionalism.
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📌 Branch Assistant at Richardson Wealth (Charlottetown)
🏢 Richardson Wealth
📍 Charlottetown