Job Description
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 role of the Branch Assistant/Receptionist is to provide administrative support to management and to demonstrate professionalism in dealing with investment advisors, their team members and clients. This is combined with the role of receptionist, where the responsibilities are to provide administrative and professional support to the branch and in its dealings with investment advisors, their team members and customers.
This is an existing vacancy.
Duties and Responsibilities
Administrative functions:
Receiving and processing cheque deposits, recording credits to client accounts and keeping records for audit clean
Printing and mailing cheques
Receiving and processing certificates deposits
Monitoring petty cash
Assist 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
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
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.
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.
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 of the Branch Assistant/Receptionist is to provide administrative support to management and to demonstrate professionalism in dealing with investment advisors, their team members and clients. This is combined with the role of receptionist, where the responsibilities are to provide administrative and professional support to the branch and in its dealings with investment advisors, their team members and customers.
This is an existing vacancy.
Duties and Responsibilities
Administrative functions:
Receiving and processing cheque deposits, recording credits to client accounts and keeping records for audit clean
Printing and mailing cheques
Receiving and processing certificates deposits
Monitoring petty cash
Assist 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
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
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.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Receptionist & Branch Assistant position is now open for candidates interested in the Back Office Jobs sector. This role in Edmonton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
