- 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
- 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
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Receptionist & Branch Assistant - Winnipeg - Richardson Wealth Ltd
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
Qualifications
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
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