Branch Assistant

4 weeks ago


Victoria BC, Canada Tundra Technical Solutions Full time

Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit• Printing and mailing cheques• Receiving and processing certificates deposits• Monitoring petty cash• Assist the Branch Administrator in monitoring and clearing up the compliance pending listBranch functions:• New account documentation• Assist Branch Administrator with I.T. setups and tech support for branch personnel• Back up to the Branch Administrator• Additional duties as per assignedReception 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 Qualifications • 1-3 years working experience in the Finance industry• 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• Familiarity with commonly used programs such as Dataphile• Strong Microsoft Office Suite skills• Strong communication and interpersonal skills• Detail oriented• Organizational skills


  • Branch Assistant

    4 weeks ago


    Victoria, BC, Canada Tundra Technical Solutions Full time

    Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accounts and...

  • Branch Assistant

    4 weeks ago


    Victoria, Canada Tundra Technical Solutions Full time

    Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accounts and...

  • Branch Assistant

    4 weeks ago


    Victoria, Canada Tundra Technical Solutions Full time

    Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accounts and...

  • Branch Assistant

    4 weeks ago


    Victoria, Canada Tundra Technical Solutions Full time

    Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accounts...

  • Branch Assistant

    4 weeks ago


    victoria, Canada Tundra Technical Solutions Full time

    Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accounts and...

  • Branch Assistant

    4 weeks ago


    victoria, Canada Tundra Technical Solutions Full time

    Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque daily deposits, recording credits to client accounts and...

  • Branch Assistant

    2 weeks ago


    Victoria, Canada Richardson Wealth Ltd Full time

    **About Us**: 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...

  • Branch Assistant

    1 month ago


    Victoria, Canada Tundra Technical Solutions Full time

    Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing chequ

  • Branch Assistant

    1 month ago


    victoria, Canada Tundra Technical Solutions Full time

    Position Overview The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. Duties and Responsibilities Administrative functions: • Receiving and processing cheque

  • Branch Assistant

    5 days ago


    Victoria, British Columbia, Canada Tundra Technical Solutions Full time

    Position Overview The Branch Assistant's role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients.Duties and Responsibilities Administrative functions: Receiving and processing cheque


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