Date Posted: June 03, 2026
Application Deadline: July 01, 2026
Job Type: Full-Time / Permanent
Job Category:
- Business, Accounting and Marketing
Job Start Date: Immediately
Job Location: On-site Position (Charlottetown, PEI, Canada)
Positions Available: 1
Salary: $43,200-$52,800
Hours Per Week: 37.5
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
How to Apply
Submit your application online at:
Company Information
Company Name: Richardson Wealth
Address: 100 Queens Quay E
City/Town: Toronto
Postal/Zip Code: M5E 1V3
Province/State: Ontario
Country: Canada
Website: www.richardsonwealth.com/careers
Company Contact
Contact Person: Ambareen Aslam
Contact Person Job Title: Senior Manager, Talent Acquisition
Telephone: 647-746-1517
Email: Ambareen.Aslam@RichardsonWealth.com
