Receptionist

Receptionist needed to provide administrative support to the branch and display a professional manner when dealing with investment advisors, their team members and clients.

Requirements

• Answer and route incoming calls in a professional and timely manner.
• Greet clients and visitors; assess needs and direct them to the appropriate staff member or resource.
• Sort, distribute, and route incoming mail.
• Monitor and triage inquiries received via social media, business cards, and voicemail; escalate or route items as needed.
• Coordinate branch and client meetings, including scheduling support and boardroom setup.
• Maintain meeting rooms to a professional standard, ensuring rooms are clean and appropriately set up.
• Receive cheques from walk-in clients and maintain required tracking documentation for compliance purposes.
• Prepare and complete daily bank deposits in coordination with the Branch Assistant.
• Provide administrative support for branch management projects and initiatives, as required.

Benefits

• Comprehensive health & dental benefits
• Group RRSP matching plan
• Paid time off