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
This Assistant Branch Administrator role is to provide administrative support to the Branch Administrator and Branch management team and to display a professional manner when dealing with the investment advisors, their team members and clients. Candidate must be licensed as an Investment Representative (IR) with CIRO.
This is an existing vacancy.
Duties and Responsibilities
• Review KYCs/related documentation for completeness
• Handle employee supervision reports
• Coordinate any new OBA filings with Registrations
• Minute taking for branch and management meetings
• Assist reception with coordinating building facilities maintenance
• Assist Branch Management team as required
• Review branch invoices
• Assist with basic IT troubleshooting/setups
• Administer the branch house accounts
• Back up for Branch Administrator and cage functions
Qualifications
• Proficient in English, oral and written
• Proficient with Microsoft Office Suite
• Organizational skills and ability to prioritize
• Autonomy, initiative and attention to detail
• Excellent phone and e-mail etiquette
• Ability to work efficiently, multi task and maintain professionalism in a high pressure environment
• Experience in the financial sector
• Experience using Dataphile
Education
• Licensed as an Investment Representative with CIRO is required
The expected annualized base salary range for this role is $44,000-$66,000.
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, the market compensation of the role, and the consideration to internal equity.
Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
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.
