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Added 1 hour ago
Front Desk Receptionist
MaKami College
AB · Edmonton, AB
Full-time
MaKami College offers students in-person, online, and blended programs in Massage Therapy, Health Care Aide, Business Administrative Assistant, Medical Office Assistant, and more. Rapidly…
Added 1 hour ago
administrative assistant
Security Key & Lock Service
Regina, SK
Full-time
Answer telephone and relay telephone calls and messages
Added 1 hour ago
NURSING UNIT CLERK
Northern Health - BC
Prince George, BC
Full-time
In accordance with the established mission, vision, values, and strategic priorities of Northern Health, and under the general supervision of Manager or designate, the Nursing Unit…
Added 3 hours ago
Christmas Toy Program Assistant
The Salvation Army in Canada
Calgary, AB
Part-time
Provides administrative support to the Community Program Coordinator and Assistant Program
Added 3 hours ago
Studio Coordinator/Administrative Assistant
Gensler
Toronto, ON
Full-time
As a Studio Coordinator, you will provide administrative support to a team of industry-leading designers and architects. You enjoy helping others prioritize and manage their schedules.…
Added 3 hours ago
Administrative Assistant - Fitness, Sports and Recreation-EN
Canadian Forces Morale and Welfare Services
Cold Lake, AB
$22.2 to $24.96 CAD / hour
Full-time
Under the direction of the Community Recreation Manager, the Administrative Assistant – Fitness, Sports and Recreation assists with the organization of administration support for the…
Added 4 hours ago
Administrative Assistant
A&M Lawyers Professional Corporation
Mississauga, ON
Full-time
Role Description The Administrative Assistant is a full-time, on-site role based in Mississauga, ON. This role involves managing phone calls, greeting clients, and coordinating appointments…
Added 5 hours ago
Christmas Toy Program Assistant
The Salvation Army Canada and Bermuda Territory
Calgary, AB
Part-time
Provides administrative support to the Community Program Coordinator and Assistant Program
Added 6 hours ago
Radiation Therapy Nursing Assistant
CancerCare Manitoba
Winnipeg, MB
Temporary
Under the supervision of the Clinical Resource Therapist, the Nursing Assistant, Radiation Therapy (RT) is responsible for the efficient provision of reception and clerical support and…
Added 6 hours ago
NURSING UNIT CLERK
Northern Health - BC
Prince George, BC
Full-time
In accordance with the established mission, vision, values, and strategic priorities of Northern Health, and under the general supervision of Manager or designate, the Nursing Unit…
Added 6 hours ago
NURSING UNIT CLERK
Northern Health - BC
Prince George, BC
Full-time
In accordance with the established mission, vision, values, and strategic priorities of Northern Health, and under the general supervision of Manager or designate, the Nursing Unit…
Added 6 hours ago
Administrative Assistant
Komatsu
Fort McMurray, AB
Full-time
Are you the person who thrives on staying organized, keeping things on track, and being the go-to resource for a busy team? We're looking for an Administrative Assistant to be the welcoming…
Added 7 hours ago
Receptionist
J & U Health & Wellness Inc.
Vancouver, BC
Part-time
J & U Health and Wellness for a part time receptionist to join our collaborative team at our Marine Landing Location.
Added 7 hours ago
Receptionist & Administrative Assistant
Gaia
Vaughan, ON
Full-time
Maintain a professional and organized reception area.
Added 7 hours ago
Administrative Assistant
Suncoast
Calgary, AB
Part-time
We’re looking for a part-time Administrative Assistant to join our Calgary team.
Added 8 hours ago
Administrative Assistant I
University Health Network
Toronto, ON
Contract
The Administrative Assistant I, General is responsible for providing administrative and reception support within the Mental Health Program at the University Health Network. While the…
Added 10 hours ago
Project Manager Assistant
Bureau Veritas
Montreal, QC
Do you believe in the power of teamwork and sharing ideas? Do you take pride in delivering exceptional quality and service with everything you do? Do you seek out ideas for improving the…
Added 10 hours ago
Administrative Assistant
Sunrise Farms
Winnipeg, MB
Full-time
Our Winnipeg plant is seeking an Administrative Assistant. The individual will be responsible for processing, verifying, and reconciling invoices and issuing payment to suppliers. As well…
Added 10 hours ago
Medical Assistant - Abortion Program
Winnipeg Regional Health Authority
Winnipeg, MB
Provide welcoming and inclusive reception and registration services to clients and visitors of WHC
Added 10 hours ago
Radiation Therapy Nursing Assistant
Winnipeg Regional Health Authority
Winnipeg, MB
Under the supervision of the Clinical Resource Therapist, the Nursing Assistant, Radiation Therapy (RT) is responsible for the efficient provision of reception and clerical support and…
Added 10 hours ago
Reception & Office Assistant
HealthCareersInSask.ca
Humboldt, SK
Job Description: Operates switchboard, directs calls, responds to codes and alarms and provides information. Provides reception, registration, admission, discharge and clerical services.
Added 11 hours ago
Breast Check Clerk III
Winnipeg Regional Health Authority
Winnipeg, MB
The Screening Program Clerk III is responsible for performing a variety of clerical administrative tasks including data entry, supporting clients’ in accessing cancer screening services,…
Added 12 hours ago
Breast Check Clerk III
CancerCare Manitoba
Winnipeg, MB
Full-time
The Screening Program Clerk III is responsible for performing a variety of clerical administrative tasks including data entry, supporting clients’ in accessing cancer screening services,…
Added 12 hours ago
Medical Office Assistant (MOA) Respite to Recovery
Boyle-McCauley Health Care
Edmonton, AB
$20.16 to $27.02 CAD / hour
Full-time
Medical Office Assistant for the Radius Community Health and Healing’s Respite to Recovery (R2R) program (in collaboration with a partnering shelter), which serves individuals experiencing…
Added 13 hours ago
Administrative Assistant Co-op, Halifax, NS - Winter 2027
CIBC
Halifax, NS
Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant, you will provide ongoing support to the branch…

Richardson Wealth

Assistant/Branch Assistant

Toronto, ON, Canada

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

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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

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

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

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

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