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
- Recent 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 Benefits

- 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 perks, a group RRSP matching plan and paid time off.

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