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Corporate Receptionist

2 months ago

Mississauga, Ontario, Canada Investment Planning Counsel Full time

At Investment Planning Counsel, we're seeking a highly skilled Corporate Receptionist to join our team. As a key member of our front-line staff, you'll be responsible for warmly welcoming and assisting visitors to our campus location, ensuring they feel valued and comfortable.

Your primary responsibility will be to manage general incoming calls, skillfully transferring them to the appropriate teams. Beyond traditional reception duties, you'll play a crucial part in fostering positive relationships, shaping first impressions, and supporting business groups in additional areas such as meeting, travel, and coordination of administrative items.

Key Responsibilities:

  • Meet and greet all clients and visitors in a kind and professional manner as they enter the building, creating a warm and inviting experience
  • Manage all incoming calls to the main phone line and transferring to the appropriate teams
  • Respond to client inquiries via telephone, email, and in person
  • Organize catering and equipment for meetings and special events at the main campus location
  • Ensure users of boardrooms are vacated in a timely manner for others and follow through to ensure boardrooms are ready for the next users
  • Provide support in preparing correspondence, compiling and distributing meeting packages
  • Maintain confidentiality and discretion while dealing with clients and their information
  • Manage corporate calendars of senior leadership team members as assigned
  • Coordinate senior leadership activities through booking appointments, meetings, travel arrangements, and meetings (virtual, in person, and hybrid)
  • Prepare expense reports for credit card and payment reimbursements for senior leadership team members as assigned
  • 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 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

We offer a range of benefits, including benefits that fit your needs, wellness account, pension, share purchase plan, corporate discount plans, and more. We're committed to supporting your growth and development, with industry training to help you succeed in your role. Join our team and be part of a dynamic and supportive work environment.