Opening One: Office Coordinator
2 weeks ago
**Job Template**
**Opening #1: Office Coordinator (reception)**
We are looking for highly motivated individual for the role of Office Coordinator (Reception). The Office Coordinator is responsible for providing administrative support to the advisors in the office; answering the phone and greeting clients when they arrive to the office. If you enjoy working with people and being part of a fun and productive team - let’s talk.
**Responsibilities**:
Administrative support
- Create and maintain a process and procedures manual for the reception desk and ensuring the information remains current
- Manage and pay various expenses for the office
- Co-ordinate courier shipments as instructed (includes packaging, labeling and tracking of shipments)
- Order office supplies for the reception area, supply room, photocopier room and kitchen area
Client reception
- Prompt and professional management of all incoming calls:
- Greet clients in-person and on the telephone in a friendly, business-like manner
- Management of complaint calls and successful sourcing and retrieving of information as requested
- Sustains a good rapport with clients and maintains the company image through professional communications
Executive assistant support
- Daily banking for advisors
- Provide support to advisor Marketing Assistants where required
Continued development and training
- Participate in ongoing training related to job duties; develop knowledge and skills through sponsored education
Skills and requirements:
- Ability to exercise discretion in dealing with sensitive situations, using good judgment when responding to issues or requests
- Strong ability to multitask as priorities may shift day-to-day
- Attention-to-detail, ability to take initiative, strong organization skills
- Strong written and verbal communication skills is a must
- Team player is essential to be successful in this position
- Excellent PC skills in a Windows XP/ Windows 7 environment (Office 365, Word, Excel, Outlook, Internet)
**Opening # 2 Job Template: Investment Executive Assistant**
- Relevant investment industry experience
- Excellent knowledge of industry technology platform
- Canadian Securities Course
- Ability to exercise discretion in dealing with sensitive situations, using good judgment when responding to issues or requests
- Strong ability to multitask as priorities may shift day-to-day
- Attention-to-detail, ability to take initiative, strong organization skills
- Strong written and verbal communication skills is a must
- Team player is essential to be successful in this position
- Excellent PC skills in a Windows XP/ Windows 7 environment (Office 365, Word, Excel, Outlook, Internet)
**Benefits**:
- Dental care
- Extended health care
- Life insurance
- On-site parking
Work Location: In person
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