Receptionist & Branch Assistant - Winnipeg - Richardson Wealth Ltd

    Richardson Wealth Ltd
    Richardson Wealth Ltd Winnipeg

    1 week ago

    Description

    1 Lombard Pl #1100, Winnipeg, MB R3B 0X3, Canada

    Job Description

    Posted Tuesday, January 27, 2026 at 5:00 a.m.

    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 role of the Receptionist & Branch Assistant is to provide administrative support to management and to demonstrate professionalism in dealing with investment advisors, their team members and clients. This is combined with the role of receptionist, where the responsibilities are to provide administrative and professional support to the branch and in its dealings with investment advisors, their team members and customers.

    Duties and Responsibilities

    • Administrative functions: Receiving and processing cheque deposits, recording credits to client accounts and keeping records for audit clean
    • Administrative functions: Printing and mailing cheques
    • Administrative functions: Receiving and processing certificates deposits
    • Administrative functions: Monitoring petty cash
    • Administrative functions: Assist the Branch Administrator in monitoring and clearing up the compliance pending list
    • Branch functions: New account documentation
    • Branch functions: Assist Branch Administrator with I.T. setups and tech support for branch personnel
    • Branch functions: Back-up to the Branch Administrator
    • Branch functions: Additional duties as per assigned
    • Reception functions: Receive, greet and direct calls and clients
    • Reception functions: Sort and distribute incoming mail
    • Reception functions: Assist to coordinate branch and client meetings, set up boardrooms
    • Reception functions: Accounts payable
    • Reception functions: Order office and kitchen supplies and monitor inventory

    Qualifications

    • 1-3 years' working experience in the Finance industry
    • Eager to learn new skills and adapt to a changing working environment
    • Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment
    • Operations familiarity within the brokerage industry
    • Familiarity with commonly used programs such as Dataphile
    • Strong Microsoft Office Suite skills
    • Strong communication and interpersonal skills
    • Detail oriented and strong organizational skills

    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.

    1 Lombard Pl #1100, Winnipeg, MB R3B 0X3, Canada


    #J-18808-Ljbffr

  • Only for registered members Winnipeg, Manitoba

    The Receptionist & Branch Assistant provides administrative support to management and demonstrates professionalism in dealing with investment advisors, their team members and clients. · ...

  • Only for registered members Winnipeg, Manitoba

    Imagine a career where you can really get to know people, hear about their families, where they came from, and the stories behind their plans for the future. · ...

  • Only for registered members Winnipeg, Manitoba

    Overseeing daily operations and support the Branch Manager in growing and developing the team. · ...

  • Only for registered members Winnipeg

    +The Receptionist & Branch Assistant will provide administrative support to management while demonstrating professionalism in dealing with investment advisors, their team members, and clients. · +Receiving and processing cheque deposits, · Recording credits to client accounts, · ...

  • Only for registered members Winnipeg

    Overseeing daily operations and support the Branch Manager in growing and developing the team. · College Diploma (in Business/Sales/Marketing preferred) · 3 or more years of successful warehouse/retail management, sales experience · ...

  • Only for registered members Winnipeg

    + As an Assistant Branch Manager at RBC you motivate and coach a high-performing team of Advisors to maximize sales. · + You will ensure employee engagement through talent management development career planning. · + Partner with manager to ensure operational effectiveness deliver ...

  • Only for registered members Winnipeg, Manitoba

    As an Assistant Branch Manager at TD Canada Trust, you will contribute to the bank's success by leading and coaching employees towards achieving operational excellence and personal development objectives. · ...

  • Only for registered members Winnipeg, Manitoba

    This role involves leading and coaching employees towards achieving operational excellence and personal development objectives. · Lead teams in completing investment and unsecured credit compliance transactions and complex activities that affect the bank · Coach advisory and fron ...

  • Only for registered members Winnipeg Full time $66,200 - $93,500 (CAD)

    We are committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to pro ...

  • Only for registered members Winnipeg Full time $66,200 - $93,500 (CAD)

    We are seeking an Assistant Branch Manager to join our team at TD Canada Trust. As a leader in building relationships with customers and employees alike, you will contribute to the bank's success by mentoring and coaching staff towards operational excellence and personal developm ...

  • Only for registered members Winnipeg Full time $66,200 - $93,500 (CAD)

    We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. · • Lead teams in completing i ...

  • Only for registered members Winnipeg, MB

    Get in on the ground floor of an exciting expansion. Aquiform is growing its distribution facilities across Canada and is launching a brand-new greenfield facility in Winnipeg to serve Manitoba customers. · This is a unique opportunity for an experienced pool and spa professional ...

  • Only for registered members Winnipeg, Manitoba

    We are seeking an experienced Pool and Spa Distributor Branch Manager to help design the layout, hire and build a high performing team, and lead the successful launch and ongoing operations of our Winnipeg branch. · The correct candidate has industry experience, has effectively l ...

  • Only for registered members Winnipeg, Manitoba

    The job of Administrative Assistant involves supporting DFSI advisors and branch personnel in servicing current clients and developing new ones. · ...

  • Branch Manager

    2 weeks ago

    Only for registered members Winnipeg, Manitoba

    The Branch Manager is responsible for monitoring the activities of Financial Advisors and their Assistants and providing ongoing practice and operational support at our Winnipeg branch. · ...

  • Only for registered members Winnipeg, Manitoba

    +This role provides essential administrative and operational support to ensure the branch functions smoothly and efficiently. · ...

  • Only for registered members Winnipeg, Manitoba

    +We Keep The World Working by serving more than 4.5 million customers worldwide with products delivered through innovative technology and deep customer relationships. · ++Translates leadership and strategic direction for hourly branch team members Communicates and executes a soun ...

  • Only for registered members Winnipeg Full time

    We are hiring a Customer Service Representative for our Winnipeg branch. The role involves assisting customers with financial activities and identifying their financial needs to provide solutions through FNBC's products and services. · Assist customers with deposits, withdrawals, ...

  • Only for registered members Winnipeg, Manitoba

    We are looking to add a dynamic HVAC Sales Representative to our cohesive and high-energy sales group. As a member of NEE's Sales Team, the Sales Representative has overall responsibility for the sales and profitability of assigned territories while working co-operatively with th ...

  • Only for registered members Winnipeg, Manitoba, Canada

    We are seeking a highly motivated and skilled Branch Director to lead our team at our Winnipeg branch. As a Branch Director you will be responsible for planning organizing controlling and evaluating branch operations to ensure efficient and effective performance. · ...

  • Only for registered members Winnipeg, Manitoba Full time

    The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Experience Representative. The Customer Experience Representative will provide a high level of customer service by assisting both internal and external customers, primarily face-to-face. · ...

Jobs
>
Winnipeg