Financial Industry Receptionist

6 days ago

Brantford, Canada Novak Private Wealth Counsel Full time

**About Us**: We are a leading financial services firm dedicated to providing exceptional wealth management solutions to our clients. With a commitment to advancing with technology and a focus on building long-term relationships, we have earned a reputation for integrity and expertise in the industry. We are currently seeking a highly organized and professional Receptionist to join our team and serve as the first point of contact for our clients.

**Position Overview**: As a Receptionist in the financial industry, you will play a vital role in ensuring our clients receive the highest level of service and support. Your responsibilities will include overseeing the front office reception area, greeting clients, managing phone calls, processing service requests, and assisting in the preparation and closure of advisor meetings. This position offers an excellent opportunity for someone with exceptional communication skills and a passion for client service to contribute to a growing investment firm and enjoy a balanced work environment.

**Responsibilities**:

- Manage the front office reception area and ensure it presents a professional and welcoming image.
- Greet clients warmly as they arrive for meetings.
- Answer incoming client calls and assist them with any inquiries or service requests.
- Assist in preparing meeting materials, scheduling advisor meetings and following up on action items.
- Provide support as needed to the existing administration team and financial advisors.
- Complete financial paperwork for onboarding new clients and updating paperwork for existing clients.

**Qualifications**:

- High school diploma or equivalent; additional education in business administration or a related field is a plus.
- Previous experience in a customer service or receptionist role, preferably in the financial industry.
- Excellent communication and interpersonal skills.
- Strong organizational skills with the ability to prioritize tasks effectively.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Experience with Calendly, Salesforce, and Croesus Financial Software is a plus.
- Detail-oriented with a high level of accuracy.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Professional demeanor and appearance.

**Benefits**:

- Competitive salary commensurate with experience.
- Comprehensive benefits package.
- 3 weeks of paid holidays.
- Opportunities for professional development.
- Supportive, collaborative and friendly work environment.

**How to Apply**: If you are enthusiastic about providing exceptional service to clients in the financial industry, we would love to hear from you. Please submit your resume and cover letter outlining your qualifications and why you are interested in this position. We thank all applicants for their interest, however, only those selected for an interview will be contacted.

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**Job Type**: Permanent

**Salary**: $20.00-$27.50 per hour

Expected hours: 25 - 35 per week

**Benefits**:

- Extended health care
- Life insurance
- Paid time off

Schedule:

- Day shift
- Monday to Friday

Application question(s):

- What are your goals for your career in the next 3 - 5 years?

What is the income range you are expecting on an hourly basis?
What appeals to you about this role?
How many hours would you like to work per week? (a range is okay here too)

Work Location: In person

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