Receptionist

Richardson Wealth Ltd•Toronto, ON

23h

About The Position

The Receptionist’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients. This is an existing vacancy.

Requirements

High School Diploma
1-3 years working experience.
Experience in the Finance industry
Eager to learn new skills and adapt to a changing working environment.
Operations familiarity within the brokerage industry
Strong Microsoft Office Suite skills
Effective communication and interpersonal skills
Detail oriented and strong organizational skills.

Responsibilities

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.