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Corporate Receptionist
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Mississauga, Ontario, Canada Investment Planning Counsel Full timeJob Title: Corporate ReceptionistWe are seeking a highly skilled and experienced Corporate Receptionist to join our team at Investment Planning Counsel. As a key member of our front-line team, you will be responsible for providing exceptional client service and administrative support to our advisors and clients.Key Responsibilities:Meet and greet clients and...
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Mississauga, Ontario, Canada Investment Planning Counsel Full timeJob Title: Corporate ReceptionistWe are seeking a highly skilled and experienced Corporate Receptionist to join our team at Investment Planning Counsel. As a key member of our front-line team, you will be responsible for providing exceptional client service and administrative support to our advisors and clients.Key Responsibilities:Meet and greet clients and...
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Mississauga, Ontario, Canada Investment Planning Counsel Full timeJob Title: Corporate ReceptionistWe are seeking a highly skilled and experienced Corporate Receptionist to join our team at Investment Planning Counsel. As a key member of our front-line team, you will be responsible for providing exceptional client service and administrative support to our advisors and clients.Key Responsibilities:Meet and greet clients and...
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Corporate Receptionist
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Mississauga, Ontario, Canada Investment Planning Counsel Full timeJob Title: Corporate ReceptionistWe are seeking a highly skilled and experienced Corporate Receptionist to join our team at Investment Planning Counsel. As a key member of our front-line team, you will be responsible for providing exceptional customer service to our clients and visitors, ensuring a warm and welcoming experience.Key Responsibilities:Meet and...
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Corporate Receptionist
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Corporate Receptionist
2 months ago
**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.