Receptionist

**Receptionist**

**Location**:This in-office position will be based out of our Winnipeg Office: 1176 Taylor Avenue, Winnipeg, MB.

**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- _Investment Executive 2024 Brokerage Report Card._

**The opportunity**:
Reporting to a team of Wealth Advisors, the Receptionist will use their exceptional organization and client service skills to provide confidential and timely administrative and customer-service support to the Advisor team and their clients in a high pace environment.

Acting as a resource person for clients, the incumbent will lead the timely and accurate completion of administrative tasks relating to managing client accounts and team operations.

**Key responsibilities include**:
Client Relations:

- Greet clients and visitors in a professional manner, both in person and over the phone and direct inquiries to the appropriate Advisor Team member.
- Acting as a general resource person for clients (ex: printing statements, tax slips)

Team Support:

- Assist with the preparation of client documents and reports.
- Assisting in preparing Advisors and Managers for client meetings by organizing their calendar, coordinating and confirming appointments and preparing documents as required.
- Work closely with the financial advisors and support staff to ensure smooth operations.

Office Management:

- Ensure the reception/front desk area is tidy and presentable.
- Performing general administrative tasks (ex: preparing letters, client communication pieces, etc.).
- Order and manage office supplies and equipment for reception and Advisor team members.
- Oversee incoming and outgoing mail and courier services.
- Maintain an organized filing system for client information and office records.
- Performing other duties as assigned.
- A bachelor's degree in business administration, accounting, finance or related field, or equivalent work experience.
- A minimum of 2-3 years’ administrative experience, preferably in the financial services industry and a high growth environment.
- A minimum of 2-3 years’ experience in a customer/client-service facing role.
- Equivalent combination of education and experience may be considered
- Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
- A customer-focused attitude, with a commitment to providing extraordinary service to high-net-worth clients.
- Excellent problem-solving and critical thinking skills.
- Strong organizational skills, with the ability to proactively organize and manage a high volume of time-sensitive work.
- A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities
- Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
- An ability to maintain the highest levels of confidentiality.
- An excellent attention to detail.

**Conditions of employment**:

- Must be legally eligible to work in Canada.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

**To apply**: