Overview
Corporate Receptionist/Operations Coordinator – On-site Jobs in Mississauga, Ontario, Canada at Investment Planning Counsel
Position: Corporate Receptionist (Operations Coordinator) – On-site
Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.
Your primary responsibility will be to warmly welcome and assist visitors to our Mississauga campus location, ensuring they feel valued and comfortable. Managing general incoming calls, you will skillfully transfer them to the appropriate teams. Extending beyond traditional reception duties, you play a crucial part in fostering positive relationships, shaping first impressions, and supporting business groups in additional areas such as meeting, travel and coordination of administrative items.
What You’ll Do:
Meet and greet all clients and visitors in a kind and professional manner as they enter the building, creating a warm and inviting experience
Manage all incoming calls to the main phone line and transferring to the appropriate teams
Respond to client inquiries via telephone, email, and in person
Organize catering and equipment for meetings and special events at the main campus location
Ensure users of boardrooms are vacated in a timely manner for others and follow through to ensure boardrooms are ready for the next users
Provide support in preparing correspondence, compiling and distributing meeting packages
Maintain confidentiality and discretion while dealing with clients and their information
Manage corporate calendars of senior leadership team members as assigned
Coordinate senior leadership activities through booking appointments, meetings, travel arrangements and meetings (virtual, in person and hybrid)
Prepare expense reports for credit card and payment reimbursements for senior leadership team members as assigned
Provide administrative support to the campus team as needed
What You’ll Bring:
Minimum 2 years of experience in a receptionist/customer service role, preferably in a financial services firm
Post-secondary education degree in business, commerce, economics or related discipline
A genuine interest in developing professionally within the financial services industry
Ability to foster and maintain excellent relationships with clients, advisors and team members
Excellent client service skills to anticipate client needs and follow up in a timely manner
Ability to multi-task, prioritize and be comfortable working in a fast-paced environment
Intermediate knowledge of MS Office and Outlook
Ability to work from the office environment
What We’re Offering:
Awesome Perks: benefits that fit your needs, wellness account, pension, share purchase plan, corporate discount plans, and more
Awesome development: industry training to support your growth, giving you the ability to develop into a Client Experience Associate
Awesome community involvement opportunities through IPC Cares
Awesome Team: dedicated leadership and head office team to support you
Awesome Culture: people first philosophy, social events, summer hours, recognition programs, and fun
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If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confidence.
Title: Corporate Receptionist/Operations Coordinator – On-site
Company: Investment Planning Counsel
Location: Mississauga, Ontario, Canada
Category: Administrative/Clerical (Office Administrator/ Coordinator)
