Receptionist

1 month ago

Winnipeg, Manitoba, Canada IA Financial Group Full time
Receptionist Job Description

About the Role:

The Receptionist is the first point of contact for advisors, visitors, vendors, employees, and others. This role is responsible for answering and directing telephone calls, greeting visitors, and maintaining a professional demeanor at all times.

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.

Why Work with Us:

We are a diverse, inclusive and equitable place to work that values different perspectives. We offer a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

We work hard and always ensure we have fun along the way.

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