Assistant/Branch Assistant (Charlottetown)

Assistant/Branch Assistant (Charlottetown)

06 Oct
|
Richardson Wealth
|
Charlottetown

06 Oct

Richardson Wealth

Charlottetown

Position Overview The role entails receptionist duties in a qualified 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

📌 Assistant/Branch Assistant (Charlottetown)
🏢 Richardson Wealth
📍 Charlottetown

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