Join Richardson Wealth as an Administrative Support skilled in Charlottetown, PE, and leverage your finance experience. This hybrid position focuses on enhancing operational efficiency within the branch.
In this role as Branch Assistant, you will assist in crucial administrative functions, ensuring a smooth workflow for investment advisors. Ideal candidates will have 1-3 years of finance experience, proficient multitasking skills, and a detail-oriented mindset. You'll be responsible for handling deposits, coordinating tech setups, and organizing meetings among other duties.
Key Responsibilities:
• Manage cheque deposits and client account records
• Support new account documentation efforts
• Greet clients and handle incoming calls
• Organize supplies and set up meeting areas
• Assist the Branch Administrator with various tasks
Requirements:
• 1-3 years in a finance-related role
• Comfort with brokerage operations and compliance
• Proficient in Microsoft Office Suite
• Strong organizational and communication skills
• Detail-focused
Embrace professionalism and organization as part of the Richardson Wealth team while enhancing your career journey.
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📌 Administrative Support Role at Richardson Wealth (Charlottetown)
🏢 Richardson Wealth
📍 Charlottetown