Position Overview The role entails receptionist duties in a professional office setting, assist with branch administrative functions and to assist advisory team with documentation and team administration.
This is an existing vacancy.
Duties and Responsibilities 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
Branch functions Receiving and processing cheques
Assist the Branch Administrator in monitoring compliance items
New account documentation, recorded and couriered to head office
Back up to the Branch Administrator
Additional duties as per assigned
Assistant to Investment Advisor functions Acquire expert knowledge of the documentation process and liaise with back-office staff
Assist Investment Advisors with a range of administrative support
Answer phones, client inquiries and email client communication
Process client banking related transactions
Assist with special projects as required
Aid in the planning and coordinating of client events
Update and open client accounts




Backup ensuring transactions are processed on a timely manner
Liaise with marketing department
Client service-related activities
Additional duties as needed
Qualifications 1-3 years working experience in the Finance industry beneficial but not necessary.
Eager to learn new 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
Strong Microsoft Office Suite skills
Strong communication and interpersonal skills
Detail oriented
Organizational skills
Salary and Advantages The expected annualized base salary range for this role is $43,200-$50,000.
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.
Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

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📌 Assistant/Branch Assistant (Prince Edward Island)
🏢 Richardson Wealth
📍 Prince Edward Island