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Branch Assistant - Jobs in Toronto, ON

Richardson Wealth
Job LocationToronto, ON
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Position OverviewThe 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.Duties & ResponsibilitiesAdministrative 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
Skills & QualificationsThe completion of the Canadian Securities Course and Conduct and Practice Handbook would be an asset1-3 years working experience in the Finance industryEager to learn new skills and adapt to a changing working environmentAbility to work efficiently, multi task and maintain professionalism in a high pressure environmentOperations familiarity within the brokerage industryFamiliarity with commonly used programs such as DataphileStrong Microsoft Office Suite skillsStrong communication and interpersonal skillsDetail orientedOrganizational skillsEducationJob Type: Full-time

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