Business Development Associate

1 day ago

Ottawa, Ontario, Canada Investment Planning Counsel Full time

Company Overview:


Investment Planning Counsel (IPC) is a dynamic and growing wealth management company in Canada, driven by a team of dedicated professionals committed to delivering exceptional client experiences. Our mission is to empower advisors to build better businesses through remarkable client relationships.



About the Role:


We are seeking a highly skilled and motivated Corporate Receptionist to join our team. As the primary point of contact for clients and internal teams, you will embody IPC's commitment to exceptional client service. Your key responsibilities will include warmly welcoming and assisting clients, ensuring they feel valued and comfortable during their interactions with us.



Key Responsibilities:



  • Welcome and assist clients entering our offices, providing a positive first impression of IPC's culture and values.
  • Manage all incoming calls to the corporate branch, skillfully transferring them to the appropriate teams to ensure seamless communication.
  • Foster positive client relationships, shaping their overall experience with IPC and establishing a strong foundation for long-term partnerships.
  • Play a crucial role in our client communication strategy, delivering consistent and informative updates on current events and industry developments.
  • Provide administrative support to our advisory teams, enabling them to focus on planning and transactional activities.


Requirements:


To succeed in this role, you will need:



  • A minimum of 2 years of experience in a receptionist or customer service role, preferably in a financial services firm.
  • Post-secondary education in business, commerce, economics, or a related field (an asset).
  • A genuine interest in developing professionally within the financial services industry and a willingness to complete industry-related courses.
  • Excellent client service skills, with the ability to anticipate client needs and respond promptly.
  • The ability to multi-task, prioritize, and thrive in a fast-paced environment.
  • Intermediate knowledge of Microsoft Office and Outlook.
  • Fluency in English, with proficiency in French an asset.


What We Offer:


As a valued member of our team, you can expect:



  • A competitive salary range of $50,000 - $65,000 per year, depending on experience.
  • An excellent benefits package, including medical, dental, and vision coverage.
  • A pension plan and share purchase plan.
  • Corporate discount plans and social events.
  • Summer hours and a fun work environment.
  • Ongoing training and development opportunities to enhance your skills and career prospects.
  • A recognition program that rewards your hard work and dedication.

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