Professional Branch Administrative Support
Richardson Wealth • edmonton, Canada
Role Description
Deliver top-tier administrative and reception services as a Branch Assistant. Collaborate with investment advisors to enhance client satisfaction and streamline office functions.
This role offers a dynamic blend of administrative responsibilities and reception tasks in a wealth management setting. You'll engage with clients, manage essential documents, and ensure excellent support for your team. Strong organization and professionalism are vital in maintaining branch operations.
Key Responsibilities:
• Process and record client transactions accurately
• Support new client setups and IT installation
• Greet clients and handle incoming communication
• Schedule meetings and manage office supplies
• Assist the Branch Administrator with daily functions
Requirements:
• 1-3 years’ finance industry experience
• Familiarity with brokerage operations essential
• Strong Microsoft Office and Dataphile knowledge
• Excellent organizational and communication skills<...
This role offers a dynamic blend of administrative responsibilities and reception tasks in a wealth management setting. You'll engage with clients, manage essential documents, and ensure excellent support for your team. Strong organization and professionalism are vital in maintaining branch operations.
Key Responsibilities:
• Process and record client transactions accurately
• Support new client setups and IT installation
• Greet clients and handle incoming communication
• Schedule meetings and manage office supplies
• Assist the Branch Administrator with daily functions
Requirements:
• 1-3 years’ finance industry experience
• Familiarity with brokerage operations essential
• Strong Microsoft Office and Dataphile knowledge
• Excellent organizational and communication skills<...