The posting
Position Overview The role entails receptionist duties in a professional office setting, assist with branch administrative functions and to assist advisory team with documentation and team administration. This is an existing vacancy. Duties and Responsibilities 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 inventoryBranch functions:• Receiving and processing cheques• Assist the Branch Administrator in monitoring compliance items• New account documentation, recorded and couriered to head office• Back up to the Branch Administrator• Additional duties as per assignedAssistant to Investment Advisor functions:• 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• Client service-related activities• Additional duties as needed Qualifications • 1-3 years working experience in the Finance industry beneficial but not necessary.• 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• Strong Microsoft Office Suite skills• Strong communication and interpersonal skills• Detail oriented• Organizational skills The expected annualized base salary range for this role is $43,200-$50,000.The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
