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Branch Assistant

12 hours ago

Kitchener, 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 entrepreneurial, high-performing, advisor-centric culture.
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. This is an onsite role with standard operating hours from 8:30 AM to 4:30 PM.

**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 certificates deposits
- Assisting the Branch Administrator in monitoring and clearing up the compliance pending list

**Branch 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 assigned
- Responsible for providing remote administrative support to Kitchener, Guelph and Brantford branches
- Acts as a backup, covering the duties of team assistants when they are away

**Reception functions**:

- Receive, greet and direct calls and clients
- Manage the sorting and distribution of all incoming and outgoing mail, including coordinating courier services.
- 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

**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.
We are a proud partner of Pride at Work Canada.