20 Oct
|
Richardson Wealth
|
Toronto
20 Oct
Richardson Wealth
Toronto
About Us : As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
The Receptionist’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 an existing vacancy.
Responsibilities : Reception functions :
- Answer and route incoming calls in a professional and timely manner.
- Greet clients and visitors; assess needs and direct them to the appropriate staff member or resource.
- Sort, distribute, and route incoming mail.
- Coordinate branch and client meetings, including scheduling support and boardroom setup.
- Maintain meeting rooms to a professional standard, ensuring rooms are clean and appropriately set up.
Administrative Functions :
- Receive cheques from walk-in clients and maintain required tracking documentation for compliance purposes.
- Prepare and complete daily bank deposits in coordination with the Branch Assistant.
- Provide administrative support for branch management projects and initiatives, as required.
Qualifications :
- High School Diploma
- 1-3 years working experience.
- Experience in the Finance industry
- Eager to learn recent skills and adapt to a changing working environment.
- Operations familiarity within the brokerage industry
- Strong Microsoft Office Suite skills
- Effective communication and interpersonal skills
- Detail oriented and strong organizational skills.
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 (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
Why Apply : Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
📌 Receptionist (Toronto)
🏢 Richardson Wealth
📍 Toronto