Receptionist/administrator
2 weeks ago
We are seeking a professional and detail-oriented Receptionist/Administrative Assistant to join our team in the fast-paced financial services industry. As the first point of contact for clients, you will provide exceptional customer service while efficiently handling administrative tasks. This role requires proficiency in electronic record-keeping.
RESPONSIBILITIES: FOSTER EXCELLENT CLIENT RELATIONSHIPS
■General reception duties including greeting clients in person and on the telephone in a friendly, business-like manner
■ Maintain a good rapport with clients and reinforce the company image in all communications
PROVIDE EXCEPTIONAL CLIENT SERVICE TO CLIENTS
■ Resolve and respond to client concerns and inquiries in a professional and timely manner
■ Ensure all requests are processed correctly and quickly
MANAGE A COMPLIANT AND EFFICIENT OFFICE ADMINISTRATION
■ Process mail, prepare client correspondence, manage database systems; maintain a proficient backroom operation
■ Maintain a compliant records management process for client and business files
■ Order supplies
■ Manage day-to-day office operations as assigned
EXECUTIVE ASSISTANT SUPPORT
■ General administrative support to the advisors as required
SKILLS AND REQUIREMENTS:
■ Strong organizational skills
■ Adaptable to an evolving practice
■ Attention-to-detail
■ Excellent communication skills, both oral and written
■ Customer service centric
■ Highly motivated
■ IFIC and/or LLQP licenses an asset
Pay: $18.00-$25.00 per hour
Work Location: In person
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