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Corporate Receptionist

2 months ago

Ottawa, Ontario, Canada Investment Planning Counsel Full time
Corporate Receptionist Job Description

At Investment Planning Counsel, we are seeking a highly skilled and experienced Corporate Receptionist to join our team. As the primary point of contact for our clients and teams, you will embody our commitment to exceptional client service.

Key Responsibilities:
  • Welcoming and assisting clients entering our offices, ensuring they feel valued and comfortable.
  • Managing all incoming calls to the corporate branch, transferring them to the appropriate teams.
  • Fostering positive client relationships, shaping their first impressions, and establishing the tone for their entire journey with us.
  • Assisting our teams in delivering consistent communication plans to keep clients informed about current events and industry updates.
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 related discipline is an asset.
  • A genuine interest in developing professionally within the Financial Services industry and willingness to complete industry-related courses.
  • Ability to foster and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office team, and other key stakeholders.
  • Excellent client service skills to anticipate client needs and follow up in a timely manner.
  • Ability to multi-task, prioritize, and work in a fast-paced environment.
  • Intermediate knowledge of MS Office and Outlook.
  • Ability to work from the office environment.
  • Knowledge of French is an asset.
What We Offer:
  • Award-winning training program to help you succeed in your role.
  • Opportunities to participate in community involvement initiatives through IPC Cares.
  • Competitive benefits package, including pension, share purchase plan, corporate discount plans, social events, summer hours, and fun.
  • Recognition programs, including kudos, all-star program, rising star, and the circle of excellence.
  • A leadership team that knows your name and values your contributions.