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About the Role
The role entails receptionist duties in a professional office setting, assisting with branch administrative functions, and supporting the advisory team with documentation and team administration.
Responsibilities
- Receive, greet, and direct calls and clients
- Sort and distribute incoming mail
- Assist to coordinate branch and client meetings, set up boardrooms
- Process accounts payable
- Order office and kitchen supplies and monitor inventory
- Receive and process cheques
- Assist the Branch Administrator in monitoring compliance items
- Process new account documentation, record and courier to head office
- Act as backup to the Branch Administrator
- 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
- Perform client service-related activities
Requirements
- 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
- Detail oriented
- Organizational skills
Skills
- Strong Microsoft Office Suite skills
- Strong communication and interpersonal skills
Location
- Canada
Work Type
- Full-time
Experience Level
- 1-3 years working experience in the Finance industry beneficial but not necessary
Salary/Compensations
- $43,200-$50,000
Benefits
- Performance-based incentive plan
- Comprehensive health & dental benefits
- Group RRSP matching plan
- Paid time off
About the Company
- Richardson Wealth is a leading Canadian wealth management organization.
- Offers the personal touch of a boutique firm while delivering big results.
- Has offices across the country and is home to some of Canada’s best investment advisors.
- Is undergoing a multi-year transformational journey to enhance its entrepreneurial, high-performing, advisor-centric culture.
Equal Opportunity
- Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment.
- Happy to meet 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.