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 a 12-month contract.

This is an existing vacancy.

Duties and Responsibilities Administrative functions:

- 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 listBranch functions:
- New account documentation• Assist Branch Administrator with I.T. setups and tech support for branch personnel• Back up to the Branch Administrator• Additional duties as per assignedReception functions:
- Receive, greet and direct calls and clients• Sort and distribute incoming mail• Assist to coordinate branch and client meetings,



set up boardrooms• Accounts payable• Order office and kitchen supplies and monitor inventory Qualifications • 1-3 years working experience in the Finance industry• Eager to learn recent skills and adapt to a changing working environment• Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment• Operations familiarity within the brokerage industry• Familiarity with commonly used programs such as Dataphile• Strong Microsoft Office Suite skills• Strong communication and interpersonal skills• Detail oriented• Organizational skills The expected annualized base salary range for this role is $38,400-$45,000.

The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

📌 Branch Assistant (contract) (Burlington)
🏢 Richardson Wealth
📍 Burlington