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 recordsAssist with current account documentation and IT supportManage incoming calls and direct clients appropriatelyDistribute mail and coordinate branch meetingsKeep track of office supplies and manage inventoryRequirements:1-3 years experience in the finance industryProficient in Microsoft Office and DataphileStrong communication and organizational skillsAbility to multitask in a high-pressure environmentDetail-oriented with a customer-centric approachBring your administrative expertise to enhance team success at Richardson Wealth.

📌 Administrative Support At Richardson Wealth (Burlington)
🏢 Richardson Wealth
📍 Burlington