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 new skills and adapt to a changing working workplace
- 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
- Solid 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