Receptionist
4 days ago
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 set up meeting rooms, if required.
- Maintain reception area and office supplies.
- Provide administrative support to the sales and operations teams as required.
- Perform various clerical tasks.
- Provide advisors with carrier forms, as required.
- Process 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 to provide an Indispensable Service to advisors.
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.
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