Enhance your career as a Branch Assistant at Richardson Wealth, providing vital administrative support in a professional setting. This 12-month contract opportunity calls for key organizational and communication skills.
As a Branch Assistant, you will work closely with investment advisors, aiding in various administrative tasks and branch functions. Familiarity with the finance industry and operational tasks is needed. Your role includes documentation support, handling petty cash, and assisting in office setups while maintaining essential client and team interactions.
Key Responsibilities:
• Process daily deposit cheques and maintain records
• Assist with new account documentation and IT support




• Manage incoming calls and direct clients appropriately
• Distribute mail and coordinate branch meetings
• Keep track of office supplies and manage inventory
Requirements:
• 1-3 years experience in the finance industry
• Proficient in Microsoft Office and Dataphile
• Strong communication and organizational skills
• Ability to multitask in a high-pressure setting
• Detail-oriented with a customer-centric approach
Bring your administrative expertise to enhance team success at Richardson Wealth.
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📌 Administrative Support at Richardson Wealth (Burlington)
🏢 Richardson Wealth
📍 Burlington