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.
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: Recent 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 environment
Ability to work efficiently, multitask and maintain professionalism in a high-pressure workplace
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