Corporate Receptionist

3 days ago


Ottawa, Ontario, Canada Investment Planning Counsel Full time
Role Summary

The Corporate Receptionist plays a vital role in delivering exceptional client service and creating a warm and inviting experience for clients entering our offices.

Key Responsibilities
  • Meet and greet clients in a kind, courteous, and professional manner, ensuring a positive first impression.
  • Manage all incoming calls to the corporate branch, transferring them to the appropriate teams in a timely and efficient manner.
  • Respond to client inquiries via telephone, email, and in person, providing professional and courteous service.
  • Organize catering and equipment for meetings and special events in the branch, ensuring seamless execution.
  • Ensure users of the boardrooms are vacated in a timely manner, maintaining a clean and tidy environment for the next users.
  • Maintain confidentiality and discretion while dealing with clients and their information.
  • Provide administrative support to the branch team and backup support to specialists, submitting paperwork and following up on assigned tasks.
Preferred Qualifications
  • 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 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 comfortably 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.
About #lifeatIPC
  • Award-winning training programs to help you succeed in your role.
  • Meaningful community involvement opportunities through IPC Cares.
  • Competitive benefits, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun perks.
  • 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.


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