Receptionist and Branch Support Specialist
Richardson Wealth Ltd • edmonton, Canada
Role Description
Enhance client relations as a Receptionist/Branch Assistant, providing vital administrative support in a finance firm. Manage various tasks while ensuring a professional atmosphere for clients and advisors.
In this impactful role, you will assist with branch administration and client interactions. Responsibilities include processing deposits, coordinating meetings, and performing accounts payable tasks, alongside supporting the Branch Administrator with compliance and IT needs. The position demands strong communication skills and the ability to manage multiple priorities.
Key Responsibilities:
• Manage cheque and certificate deposit processing
• Direct incoming calls and assist clients effectively
• Support compliance monitoring and IT configurations
• Organize boardroom setups and client meetings
• Handle office supply orders and inventory
Requirements:
• 1–3 years of finance industry experience
• Strong knowledge of Microsoft Office
• Detail-oriented ...
In this impactful role, you will assist with branch administration and client interactions. Responsibilities include processing deposits, coordinating meetings, and performing accounts payable tasks, alongside supporting the Branch Administrator with compliance and IT needs. The position demands strong communication skills and the ability to manage multiple priorities.
Key Responsibilities:
• Manage cheque and certificate deposit processing
• Direct incoming calls and assist clients effectively
• Support compliance monitoring and IT configurations
• Organize boardroom setups and client meetings
• Handle office supply orders and inventory
Requirements:
• 1–3 years of finance industry experience
• Strong knowledge of Microsoft Office
• Detail-oriented ...