Assistant/Branch Assistant
- Toronto, ON, Canada
The expected annualized base salary range for this role is $43,200-$50,000. · Full-time
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Job details
- Pay
- The expected annualized base salary range for this role is $43,200-$50,000.
- Job type
- Full-time
- Apply by
- Experience
- 1-3 years working experience in the Finance industry beneficial but not necessary.
- Posting language
- English
- Posted
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.
Reception Functions
Duties and Responsibilities
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.
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.
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
- 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
- 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
- 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 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.
More about this job
Responsibilities
Handle reception, calls, visitors, mail, meeting coordination, supplies, and accounts payable while supporting branch administration and compliance processes. Provide administrative and client-service support to investment advisors, including account documentation, transaction processing, client communications, and event coordination.
Requirements
The role welcomes candidates with 1–3 years of finance-industry experience, though this experience is beneficial rather than required. Candidates should be eager to learn, adaptable, organized, detail-oriented, professional under pressure, familiar with brokerage operations, proficient in Microsoft Office, and strong communicators.
Skills
- Reception
- Administrative Support
- Client Service
- Communication
- Interpersonal Skills
- Organization
- Attention to Detail
- Multitasking
- Microsoft Office
- Brokerage Operations
- Documentation Processing
- Compliance Monitoring
- Account Administration
- Event Coordination
- Professionalism
Benefits
- Performance-Based Incentive Plan
- Health Benefits
- Dental Benefits
- Group RRSP Matching Plan
- Paid Time Off
Visa sponsorship
Not detected in the job text
Categories
- Administrative
- Finance & Accounting
- Customer Service & Support
Keywords
- Wealth Management
- Financial Services
- Brokerage Operations
- Reception
- Branch Administration
- Investment Advisors
- Client Service
- Accounts Payable
- Cheque Processing
- Compliance Monitoring
- New Account Documentation
- Account Opening
- Transaction Processing
- Client Communications
- Microsoft Office Suite
- Meeting Coordination
- Boardroom Setup
- Mail Distribution
- Office Supplies
- Inventory Monitoring
- Back-Office Liaison
- Client Events
- Administrative Support
- Special Projects