Position OverviewThe Branch Assistant's role is to provide administrative support to the branch and display a qualified 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 ResponsibilitiesAdministrative functions:Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for auditPrinting and mailing chequesReceiving and processing certificates depositsMonitoring petty cashAssist the Branch Administrator in monitoring and clearing up the compliance pending listBranch functions:New account documentationAssist Branch Administrator with I.T. setups and tech support for branch personnelBack up to the Branch AdministratorAdditional duties as per assignedReception functions:Receive, greet and direct calls and clientsSort and distribute incoming mailAssist to coordinate branch and client meetings,



set up boardroomsAccounts payableOrder office and kitchen supplies and monitor inventoryQualifications1-3 years working experience in the Finance industryEager to learn new skills and adapt to a changing working environmentAbility to work efficiently, multitask and maintain professionalism in a high-pressure environmentOperations familiarity within the brokerage industryFamiliarity with commonly used programs such as DataphileStrong Microsoft Office Suite skillsStrong communication and interpersonal skillsDetail orientedOrganizational skillsThe 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