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.