Corporate Receptionist

1 week ago


Mississauga, Ontario, Canada Investment Planning Counsel Full time

**About Investment Planning Counsel**

We are a leading independent wealth management company in Canada, dedicated to helping advisors build a better business through exceptional client experiences.

**Job Summary**

We are seeking a highly skilled and experienced Administrative Coordinator to join our team at our Mississauga campus location. As a key member of our support team, you will be responsible for providing exceptional administrative support to our senior leadership team and ensuring a seamless experience for our clients and visitors.

**Key Responsibilities**

  • Provide warm and professional welcome to clients and visitors, creating a positive first impression of our company.
  • Manage all incoming calls and transfers to the appropriate teams, ensuring timely and efficient communication.
  • Respond to client inquiries via email and in person, providing accurate and helpful information.
  • Organize catering and equipment for meetings and special events, ensuring a smooth and successful experience.
  • Ensure boardrooms are vacated in a timely manner and ready for the next users.
  • Prepare correspondence, compile and distribute meeting packages, and provide administrative support as needed.
  • Maintain confidentiality and discretion when dealing with clients and their information.
  • Manage corporate calendars of senior leadership team members, booking appointments, meetings, and travel arrangements.
  • Prepare expense reports for credit card and payment reimbursements for senior leadership team members.
  • Provide administrative support to the campus team as needed.

**Requirements**

  • 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 a 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 Offer**

  • A competitive compensation package, including benefits, wellness account, pension, share purchase plan, and corporate discount plans.
  • Opportunities for professional growth and development, including industry training and mentorship.
  • A collaborative and dynamic work environment, with a focus on teamwork and client satisfaction.
  • A comprehensive recognition program, celebrating individual and team achievements.


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