Assistant/Branch Assistant (Charlottetown)

Assistant/Branch Assistant (Charlottetown)

22 Oct
|
Richardson Wealth
|
Charlottetown

22 Oct

Richardson Wealth

Charlottetown

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

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

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