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Corporate Receptionist

4 weeks ago

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

The Corporate Receptionist is a key member of our team, responsible for providing exceptional client service and support to our clients and teams. This role requires a warm and welcoming demeanor, excellent communication skills, and the ability to multitask in a fast-paced environment.

Key Responsibilities
  • Meet and greet clients in a professional and courteous manner, creating a positive first impression.
  • Manage all incoming calls to the corporate branch, transferring them to the appropriate teams.
  • Respond to client inquiries via telephone, email, and in person, providing timely and accurate information.
  • Organize catering and equipment for meetings and special events in the branch.
  • Ensure the boardrooms are clean and tidy for the next users, and follow through to ensure users are vacated in a timely manner.
  • Maintain confidentiality and discretion while dealing with clients and their information.
  • Provide administrative support to the branch team and backup support to specialists.
  • Submit paperwork and provide follow-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 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.
About Us

Investment Planning Counsel is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.

We offer a range of benefits, including industry-leading training, community involvement opportunities, and a fun and supportive work environment. If you are a motivated and customer-focused individual looking to join a dynamic team, we encourage you to apply for this exciting opportunity.