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Added 1 hour ago
FS
d'Administrateur des ventes, Bilingue - Sales Administrator, Bilingual
Federal Signal Corporation
Innisfil, ON
- Full-time
Planning - du lundi au vendredi - des heures prolongées occasionnelles peuvent être nécessaires en fonction des besoins opérationnels. Les heures supplémentaires seront rémunérées…
Added 1 hour ago
Customer Service Administrator
Transx Ltd
New Westminster, BC
The TransX Group of Companies has an exciting opportunity for a Customer Service Administrator to join the Terminal Operations department in Vancouver. Reporting to the Terminal Manager,…
Added 1 hour ago
FC
Health & Safety Supervisor
FCC Canada
Toronto, ON
- Full-time
Valid safety certifications such as NHSA™ (National Health and Safety Administrator) / NCSO (National Construction Safety Officer), CRSP (Canadian Registered Safety Professional), or…
Added 1 hour ago
BS
Head Office Administrative Coordinator
Bento Sushi
Richmond Hill, ON
- $50,000 to $55,000 CAD / year
- Full-time
…as a; Office Coordinator, Administrative Assistant, Office Administrator, Receptionist, Executive Assistant, Administrative Coordinator, Office Assistant, Front Desk Coordinator, Operations…
Added 5 hours ago
MD
Fisheries Populations Monitoring and Regulations Manager - State Prog Admin Manager Sr
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Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: State Program Administrator Manager Senior
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H
Senior Servicenow Developer – SPM
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Canada
- Contract
…Project & Program Management, Resource Management, Portfolio Planning, Agile, and Application Portfolio Management…
Added 6 hours ago
TC
Program Manager, Part-Time
Taproot Community Support Services
Kelowna, BC
- Part-time
Participate in long-term planning and visioning for the program and organization, contributing to the development of goals, objectives, and strategies to achieve organizational success.
Added 6 hours ago
R
Lead Application Administrator
RBC
Toronto, ON
- Full-time
…issues within the RBC supported solution. The Lead Application Administrator will support one to many applications and the associated technical environment. An expert knowledge of…
Added 10 hours ago
JF
Youth and Family Programming Director
Jewish Federation of Ottawa
Ottawa, ON
- Part-time
The Youth and Family Programming Director (“the director”) serves as the lead programmer and administrator for all programming and engagement for young families, children and youth.…
Added 11 hours ago
T
Senior Salesforce Analyst, Marketing Delivery
TD
Toronto, ON
- Full-time
…closely with Marketing, Business Units, Integrated Marketing Planning, 1:1 Personalization, and Salesforce Centres of…
Added 11 hours ago
AC
Occupational Claims Manager
Aramark Canada
Mississauga, ON
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…effective oversight and accountability of the third-party claims administrator; improved return-to-work outcomes; reduced claim duration and costs; and meaningful contributions to the…
Added 11 hours ago
OV
Systems Consultant, Information Technology - Full Time - Markham Stouffville Hospital
Oak Valley Health
Markham, ON
- Full-time
Support cross-functional IT projects, contributing technical expertise in planning, deployment, testing, and post-implementation support
Added 12 hours ago
MG
Technical Analyst, Database
Michael Garron Hospital
Toronto, ON
- Full-time
…requirements with proactive monitoring, maintenance, and capacity planning. Takes initiative in issue resolution; seek efficiencies and improvements in systems…
Added 12 hours ago
DC
Technical Specialist, Real Property Management
Defence Construction Canada
Cold Lake, AB
- Full-time
…eligible for certification as a professional planner if working in planning role (e.g. Registered Professional Planner, Real Property Administrator, Facilities Management…
Added 12 hours ago
ON
Lands and Estates Manager
Oneida Nation of The Thames
Southwold, ON
- Full-time
Under the direction of the LEH Administrator, The Lands and Estates Manager is responsible for the effective management and administration of the Lands & Estates Department. This role…
Added 12 hours ago
C
Regional Administrator, Private Banking Eastern Region - Bilingual
CIBC
Montreal, QC
- Full-time
The Regional Private Banking Administrator holds a critical role within the CIBC Private Banking Regional team. The primary purpose is to provide operational and tactical support to the…
Added 13 hours ago
RB
Lead System Administrator
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Toronto, ON
- Full-time
…issues within the RBC supported solution. The Lead Application Administrator will support one to many applications and the associated technical environment. An expert knowledge of…
Added 15 hours ago
YO
National Gender-Based Violence Project Facilitator/ Administrator
YMCA of Greater Halifax/Dartmouth
Dartmouth, NS
- Full-time
Strong organizational, planning, and project administration skills.
Added 17 hours ago
F
Service Coordinator / Branch Administrator
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Whitehorse, YT
- Full-time
…organized and customer-focused Service Coordinator / Branch Administrator to join our Whitehorse…
Added 19 hours ago
WM
Production Administrator- 7/7 or 14/14
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Fort Mckay 174, AB · Fort McMurray, AB · Edmonton, AB
- Full-time
Weldco Heavy Industries (WHI) is hiring a Production Administrator to join our team at our steel fabrication and repair facility in Fort McKay, Alberta.
Added 21 hours ago
Warehouse Supervisor
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Added 22 hours ago
PC
Enterprise Application - Experienced Designer, Senior Associate (Reliability Security Clearance Required)
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- Full-time
Experience supporting strategy, transformation, project planning, and project delivery initiatives within complex environments.
Added 22 hours ago
B
Service Delivery Manager
BGIS
Red Deer, AB
- Full-time
Emergency preparedness and business continuity planning and execution abilities
Added 22 hours ago
P
Enterprise Application - Experienced Designer, Senior Associate (Reliability Security Clearance Required)
PwC
Ottawa, ON · Toronto, ON
- Full-time
Experience supporting strategy, transformation, project planning, and project delivery initiatives within complex environments.
Added 22 hours ago
TC
Manager, Fund Accounting - Private Assets (Traditional PA)
The Citco Group Limited
Toronto, ON
- Full-time
3 - 5 years of fund accounting experience in either a Private Equity Fund, Private Equity Fund Administrator or other financial institution where the accountant has gained financial…

Richardson Wealth Ltd

Assistant/Branch Assistant

Toronto, ON, Canada
Charlottetown, PE, Canada

The expected annualized base salary range for this role is $43,200-$50,000.

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Job details

Pay: The expected annualized base salary range for this role is $43,200-$50,000.
Experience: 1-3 years working experience in the Finance industry beneficial but not necessary.
Posting language: English
Posted: Sep 30, 2026

Original job description

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 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
• New 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

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 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.

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.

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More about this job

Responsibilities

The role involves providing reception and administrative support to the branch and advisory team, including managing client documentation and office operations. Responsibilities also include processing client transactions, coordinating meetings, and assisting with compliance and marketing tasks.

Requirements

Candidates should have 1-3 years of experience in the finance industry, though it is not strictly required. Strong proficiency in Microsoft Office, excellent communication skills, and the ability to multitask in a high-pressure environment are essential.

Skills

Reception
Administrative support
Documentation
Client service
Microsoft Office Suite
Communication
Interpersonal skills
Multitasking
Organization
Detail oriented
Compliance monitoring
Banking transactions
Inventory management
Event coordination

Benefits

Performance-based incentive plan
Comprehensive health & dental benefits
Group RRSP matching plan
Paid time off

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Receptionist
Branch administration
Investment advisor support
Compliance
Accounts payable
Client accounts
Brokerage industry
Microsoft Office Suite
Documentation
Client service
Inventory management
Event planning
Banking transactions
Professional office

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