Temporary Receptionist - On-site - Ottawa - 2-3 month assignment

- $23-26/HR
- Outstanding company culture
- Monday-Friday 8:30-4:30pm

Job Summary:

The primary role of Receptionist/Branch Assistant is to provide operational and administrative support to the office. The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations

Duties

- Greet and assist visiting clients and guests;
- Cover reception and respond to general inquiries, both in person and on the phone;
- Handle and correctly escalate urgent incoming client calls;
- Receive and process all cheques/banking;
- Sort and deliver mail, status slips, monthly statements and assist with mail-outs for brokers;
- Accept, distribute and arrange all courier pick-up and deliveries;
- Photocopy, mail and email information;
- Organize catering for meetings, special events and luncheons; organize and book boardroom meetings;
- Set up prior to and clean up after boardroom presentations and individual client/advisor meetings;;
- Maintain cleanliness of common areas and office supplies & equipment;
- Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts, review of previous day’s transactions (trades, debits, transfers, errors) and account openings;
- Foster and support client relationships by liaising with Investment Advisor Assistants, responding to their requests, and proactive problem solving;
- Participate in preparing and reviewing daily reports, client correspondence, and taking ownership of project work;
- Coordinate with branch marketing initiatives including client appreciation events, mailings,



website development/maintenance and social media; and
- Support the Branch Administrator & Branch Manager with general office administration.

Qualifications:

- Knowledge of Fundamental investment concepts, practices, and procedures used in the securities industry.
- Microsoft Office with a willingness and ability to learn new applications;
- Skills in time management with the ability to prioritize, multitask, and work within time constraints;
- Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
- Assist others with flexibility and willingness as required;
- Work independently as well as collaboratively within a team environment;
- Maintain a professional manner to establish and maintain effective working relationships at all levels of the organization;
- Exercise tact and discretion in the handling of confidential information; and
- A minimum of 2 years’ experience in the Investment Brokerage, Financial Services Industry or in a similar industry.

Compensation will be determined based on the successful candidate’s experience, skills, and qualifications, and may also be influenced by internal equity and market conditions.

Apply today!

Pay: $23.00-$26.00 per hour

Application question(s):

- Are you open to a temporary position (2-3 months) and able to work fully on-site in Ottawa, ON?
- Do you have a minimum of 2 years’ experience in the Investment Brokerage, Financial Services Industry or in a similar industry?

Work Location: In person

📌 Temporary Receptionist (Canada)
🏢 Redwood Employment
📍 Canada