About Us As 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 Overview The 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 Responsibilities Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit Printing and mailing cheques Receiving and processing certificates deposits Monitoring petty cash Assist the Branch Administrator in monitoring and clearing up the compliance pending list Branch Functions Current

📌 Branch Assistant (Charlottetown)
🏢 Richardson Wealth
📍 Charlottetown