Receptionist

3 weeks ago


Calgary, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Calgary, AB

**Department**:
Corporate Retail

**Reporting To**:
Branch Management

**Job Id**:
CGY 107

**Job Level**:
L3

**Seniority Level**:
Associate

**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.

**Duties & Responsibilities**:
Reception functions:

- Receive, greet and direct calls and clients
- Sort and distribute incoming mail
- Coordinate branch and client meetings, set-up boardrooms
- Prepared billing for accounts payable submission
- Order and organize office and kitchen supplies and monitor inventory

Administrative functions, as required:

- Receiving and processing cheques, recording credits to client accounts
- Daily deposit at the bank
- Printing and mailing cheques
- Sending daily banking to Advisor Services and keeping clean records for audit
- Receiving and processing certificates deposits
- Monitoring petty cash

**Skills & Qualifications**:

- 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
- Strong communication and interpersonal skills
- Detail oriented
- Organizational skills

**Education**:

- High School Diploma


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