Wealth Branch Assistant & Client Ops (Hybrid
Job in
Charlottetown, PEI, Canada
Listed on 2026-08-01
Listing for:
Richardson Wealth Ltd
Full Time
position Listed on 2026-08-01
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Banking & Finance -
Finance & Banking
Office Administrator/ Coordinator, Banking & Finance
Job Description & How to Apply Below
Richardson Wealth Ltd in Charlottetown, PE offers a Branch Assistant role providing administrative support to the branch and investment advisors. The position handles cheques, deposits, account documentation, IT setups, and reception duties within a hybrid, client-focused environment.
The role requires 1-3 years in finance, strong MS Office skills, attention to detail, and the ability to multitask under pressure.
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