Receptionist/office Coordinator

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk

**Purpose of the Role**:
We are looking for a Receptionist/Office Coordinator to join our team of office administration experts responsible for providing exceptional service to our high-profile clients, management, and staff. In this role you will provide a high level of office coordination and administration and be the first impression of Nicola Wealth to our high-profile clients, staff and business partners. You will be detail-oriented, service-driven, proactive and conscientious. As our receptionist, you will be confident delivering exceptional service both in-person and over the phone.

Reporting to the Office Manager, you will be on site full-time in our Vancouver office.

**Key Accountabilities**:

- Welcome clients and visitors, greeting them and providing a high standard of client service.
- Maintain an organized and presentable reception area, ensuring visitors' first impression of Nicola Wealth is a positive one.
- Answer multi-line telephone and transfer calls in a polished and professional manner.
- Retrieve, sort and redirect incoming mail and couriers; prepare outgoing mail and couriers.
- Manage office supplies, check inventory and prepare weekly orders.
- Manage kitchen maintenance, including ordering weekly coffee/food orders and kitchen supplies.
- Help with boardroom/meeting room scheduling. Facilitate room set up and take down, ensuring space is presentable before and after meetings.
- Help with catering requirements for meetings and special event planning.
- Other relevant and related responsibilities, as assigned and as the needs of the organization change.

**Experience and Qualifications**:

- A minimum of 3 years of related work experience, preferably in a financial planning firm or equivalent.
- Superior client service orientation, with a background in a customer or client facing role.
- The ability to blend concierge services and/or a hospitality background is an asset.
- Highly proficient in MS Word, Excel and Outlook.
- Exceptional interpersonal skills.
- Proactively resolves problems and conflicts with a high degree of professionalism.
- You are legally eligible to work in Canada for any employer.

**Compensation and Benefits Package**:
At Nicola Wealth, our people grow our business, delight our clients and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it's participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure.

This position comes with a competitive base salary hiring range of **$42,000-$58,000**, dependent on experience, skills, qualifications and internal equity. As part of our total rewards package, we also offer:

- Performance-based bonus.
- Quarterly profit-sharing based on business performance because we believe the more we have, the more we can share.
- You can become an owner through our corporate employee share purchase program.
- Employer RRSP contribution with no matching required.
- Paid time off for vacation, studying, and volunteerism, along with flexible personal leave days because balance is important.
- Extended health, dental and mental health coverage; Personal Wellness account.
- Flexible work arrangements.
- Professional development programs, coaching and support including internal mobility across teams and geographies.
- An award winning, inclusive, and supportive culture.
- Thank you for your interest in a career with Nicola Wealth_