Receptionist

1 month ago

Winnipeg, Manitoba, Canada IA Financial Group Full time

About the Role

We are seeking a highly organized and detail-oriented Receptionist to join our team at IA Financial Group. As the first point of contact for advisors, visitors, vendors, employees, and others, you will be responsible for providing exceptional customer service and ensuring a positive experience for all who interact with our office.

Key Responsibilities

  • Answer all telephone calls in an efficient and professional manner, directing and redirecting calls or taking messages as appropriate.
  • Greet and assist or direct advisors, visitors, vendors, employees, and others as appropriate, ensuring that visitors with appointments are met by the appropriate individual(s).
  • Respond to general inquiries and requests for information whenever possible.
  • Maintain meeting room schedule and setting up meeting rooms, if required.
  • Maintain reception area.
  • Maintain office supplies, ordering new and replacement stock as required.
  • Order new application forms for life and investments, as needed.
  • Provide administrative support to the sales and operations teams as required.
  • Perform various clerical tasks.
  • Provide advisors with carrier forms, as required.
  • Processing all time sensitive notices received from insurance carriers per the PPI process.
  • Assume ownership of assigned files and the processing of requests per the PPI documented process in the Operations user guides.
  • Ensure PPI service standards are maintained by ensuring all changes to existing policies are accurate, processed in a compliant and timely manner, submitted to the appropriate carrier, and recorded in WealthServ as per PPI guidelines.
  • Respond to inquiries from servicing advisors and insurance carriers.
  • Ensure that servicing advisors are updated regularly on status.
  • Ensure the effective and timely handling of escalated issues.
  • Ensure the highest level of customer service standards are maintained among self and staff in order provide an Indispensable Service to advisors.
  • Additional responsibilities, duties and special projects as identified.
  • Engage in actions that encourage, reflect and align with PPI's ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees.

Requirements

  • A minimum of 1-2 years' experience in a clerical, administrative or similar role.
  • Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities.
  • Proven accuracy, attention to detail.
  • Excellent written and verbal communication skills.
  • Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment.
  • Ability to represent self, office, and organization in a professional, positive manner at all times.
  • Ability to handle sensitive and confidential information in a professional manner.
  • Self-starter with the ability to change direction when needed and flourish in environments of significant change.
  • Knowledge of Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular.
  • Knowledge of commonly used office equipment and telephone/voice mail systems.
  • Bilingualism in French and English is preferred.

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