Receptionist

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
The Receptionist’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.

This is an existing vacancy.

Duties and Responsibilities

Reception functions:

• Answer and route incoming calls in a professional and timely manner.
• Greet clients and visitors; assess needs and direct them to the appropriate staff member or resource.
• Sort, distribute, and route incoming mail.
• Monitor and triage inquiries received via social media, business cards, and voicemail; escalate or route items as needed.
• Coordinate branch and client meetings, including scheduling support and boardroom setup.
• Maintain meeting rooms to a professional standard, ensuring rooms are clean and appropriately set up.

Administrative Functions:

• Receive cheques from walk-in clients and maintain required tracking documentation for compliance purposes.
• Prepare and complete daily bank deposits in coordination with the Branch Assistant.
• Provide administrative support for branch management projects and initiatives, as required.

Qualifications
• High School Diploma
• 1-3 years working experience.
• Experience in the Finance industry
• Eager to learn new skills and adapt to a changing working environment.
• Operations familiarity within the brokerage industry
• Strong Microsoft Office Suite skills
• Effective communication and interpersonal skills
• Detail oriented and strong 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 (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.