Publié le mois dernier
Assistant/Branch Assistant
@ Richardson Wealth Ltd
Charlottetown, Île-du-Prince-Édouard
En bref
Richardson Wealth Ltd is hiring an Assistant/Branch Assistant to handle reception, branch administration and documentation support for its advisory team in a professional office. The work covers client calls and greetings, cheque processing, new account paperwork, accounts payable and client event coordination. The posting states a base salary of $43,200 to $50,000, a performance-based incentive plan, health and dental benefits, a group RRSP matching plan and paid time off.
Responsabilités :
- Receive, greet and direct calls and clients
- Process cheques and new account documentation
- Assist investment advisors with client administration
- Handle accounts payable and office supply orders
- Coordinate client events and branch meetings
Résumé des exigences :
- Microsoft Office Suite skills
- Strong communication and interpersonal skills
- Detail oriented and organized
- 1-3 years finance experience beneficial but not necessary
- Ability to multitask in a high-pressure environment
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · dayforce-feed
- Date publiée par l’employeur
- 2026-09-29
- Première détection par notre source
- 2026-10-13
- Mise à jour du dossier source
- 2026-10-13
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Administration |
| Horaire | jour |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Assis et debout |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Avantages mentionnés | Congés payés généreux, Régime de retraite, Prime de rendement |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Richardson Wealth Ltd
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
The next generation of wealth.™
Description complète de l’entreprise
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
- Abonnés LinkedIn
- 42 103
- Personnes associées sur LinkedIn
- 932
- Bureaux déclarés
- 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
- Catégories d’activité
- Wealth Management
- Finance
- Consulting
- FinTech
- Financial Services
- Autres noms enregistrés
- Richardson Wealth Ltd
- Richardson Wealth
- Spécialités
- Wealth management
- Wealth strategies
- Tax strategies
- Business succession
- Financial planning
- Estate planning
- Family Office
- Investment management
- Portfolio management
- Alternative investing
- Insurance
- Wealth transfer
- Legacy planning
- and Philanthropy planning
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 501-1,000 employees |
| Siège social | Toronto, Ontario |
| Type d’organisation | Privately Held |
| Spécialités | Wealth managementWealth strategiesTax strategiesBusiness successionFinancial planningEstate planningFamily OfficeInvestment managementPortfolio managementAlternative investing |
| Offres sur Jobsy | 36 |
| Voir la page |
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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