Operations

6 months ago

Mississauga, Canada Investment Planning Counsel Full time

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.

Your primary responsibility will be to warmly welcome and assist visitors to our Mississauga campus location, ensuring they feel valued and comfortable. Managing general incoming calls, you will skillfully transfer them to the appropriate teams. Extending beyond traditional reception duties, you play a crucial part in fostering positive relationships, shaping first impressions, and supporting business groups in additional areas such as meeting, travel and coordination of administrative items.

**What You’ll Do**:

- Meet and greet all clients and visitors in a kind and professional manner as they enter the building, creating a warm and inviting experience
- Manage all incoming calls to the main phone line and transferring to the appropriate teams
- Organize catering and equipment for meetings and special events at the main campus location
- Ensure users of boardrooms are vacated in a timely manner for others and follow through to ensure boardrooms are ready for the next users
- Provide support in preparing correspondence, compiling and distributing meeting packages
- Maintain confidentiality and discretion while dealing with clients and their information
- Manage corporate calendars of senior leadership team members as assigned
- Coordinate senior leadership activities through booking appointments, meetings, travel arrangements and meetings (virtual, in person and hybrid)
- Prepare expense reports for credit card and payment reimbursements for senior leadership team members as assigned
- Provide administrative support to the campus team as needed

**What You’ll Bring**:

- Minimum 2 years of experience in a receptionist/customer service role, preferably in a financial services firm
- Post-secondary education degree in business, commerce, economics or related discipline
- A genuine interest in developing professionally within the financial services industry
- Ability to foster and maintain excellent relationships with clients, advisors and team members
- Excellent client service skills to anticipate client needs and follow up in a timely manner
- Ability to multi-task, prioritize and be comfortable working in a fast-paced environment
- Intermediate knowledge of MS Office and Outlook
- Ability to work from the office environment

**What We’re Offering**:

- Awesome Perks: benefits that fit your needs, wellness account, pension, share purchase plan, corporate discount plans, and more
- Awesome development: industry training to support your growth, giving you the ability to develop into a Client Experience Associate
- Awesome community involvement opportunities through IPC Cares
- Awesome Team: dedicated leadership and head office team to support you
- Awesome Culture: people first philosophy, social events, summer hours, recognition programs, and fun

Click here for more information on # LifeatIPC.

If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confidence.
- _________

Investment Planning Counsel (IPC) est l’une des sociétés de gestion de patrimoine indépendante qui croît le plus rapidement au Canada. Notre groupe diversifié est constitué de personnes orientées sur un objectif : aider les conseillers à bâtir une meilleure entreprise en offrant une expérience client remarquable.

Votre première responsabilité consistera à accueillir chaleureusement les visiteurs qui se présentent à notre complexe de Mississauga, en veillant à ce qu’ils se sentent valorisés et à l’aise. Vous gérerez les appels généraux et les transférez avec doigté aux équipes appropriées. Au-delà des tâches de réception traditionnelles, vous jouerez un rôle crucial en favorisant des relations positives, en veillant à faire une bonne première impression et en soutenant autrement les groupes d’affaires, par exemple pour les réunions, les déplacements et la coordination des tâches administratives.

**Vos responsabilités**
- Accueillir tous les clients et visiteurs d’une manière courtoise et professionnelle lorsqu’ils entrent dans l’immeuble afin de leur offrir une expérience chaleureuse et agréable
- Gérer tous les appels reçus à partir de la ligne téléphonique principale et veiller à leur transfert aux équipes appropriées
- Répondre aux demandes des clients par téléphone, par courriel et en personne
- Prévoir les services de traiteur et le matériel requis pour les réunions et les événements spéciaux qui ont lieu au complexe principal
- Veiller à ce que les salles de réunion soient propres et libérées en temps opportun pour les prochains utilisateurs
- Apporter un soutien pour la préparation de

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