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 list

Branch 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 assigned

Reception 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.

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