Who We AreAs 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 AreAs 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 OverviewThe 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.Reception FunctionsDuties and ResponsibilitiesReceive, greet, and direct calls and clientsSort and distribute incoming mailAssist to coordinate branch and client meetings, set up boardroomsAccounts payableOrder office and kitchen supplies and monitor inventoryBranch FunctionsReceiving and processing chequesAssist the Branch Administrator in monitoring compliance itemsNew account documentation, recorded and couriered to head officeBack up to the Branch AdministratorAdditional duties as per assignedAssistant To Investment Advisor FunctionsAcquire expert knowledge of the documentation process and liaise with back-office staffAssist Investment Advisors with a range of administrative supportAnswer phones,



client inquiries and email client communicationProcess client banking related transactionsAssist with special projects as requiredAid in the planning and coordinating of client eventsUpdate and open client accountsBackup ensuring transactions are processed on a timely mannerLiaise with marketing departmentClient service-related activitiesAdditional duties as neededQualifications1-3 years working experience in the Finance industry beneficial but not necessary.Eager to learn new skills and adapt to a changing working environmentAbility to work efficiently, multitask and maintain professionalism in a high-pressure environmentOperations familiarity within the brokerage industryStrong Microsoft Office Suite skillsStrong communication and interpersonal skillsDetail orientedOrganizational skillsThe 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 advantages, a group RRSP matching plan and paid time off.Why ApplyOur 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.Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

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