Branch Assistant at Richardson Wealth

Job Description

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 existing vacancy.

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 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

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