Assistant/Branch Assistant
Richardson Wealth • Charlottetown, Prince Edward Island
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Position Overview The role entails receptionist duties in a professional office setting, assist with branch administrative functions and to assist advisory team with documentation and team administration. This is an existing vacancy. Duties and Responsibilities 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 in…
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