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Richardson Wealth

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: Oct 30, 2026
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.

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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