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.
Who We Are
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 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.
Reception Functions
Duties and Responsibilities
- 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