Who We Are As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results.

The Branch

Assistant’s role is to provide administrative support to the branch and display a skilled manner when dealing with the investment advisors, their team members and clients. This is a 12-month contract.

Administrative functions: Receiving and processing cheque daily deposits,



recording credits to client accounts and keeping clean records for audit Monitoring petty cash Assist the Branch Administrator in monitoring and clearing up the compliance pending list New account documentation Assist Branch Administrator with I.Back up to the Branch Administrator Reception Functions Accounts payable Order office and kitchen supplies and monitor inventory 1-3 years working experience in the Finance industry ~ Strong Microsoft Office Suite skills ~ 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. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.

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