Position Overview:

We are seeking a highly organized, detail-oriented, and client-focused Receptionist to support a small team of financial advisors and ensure the smooth and efficient operation of the office.

This position is responsible for providing exceptional client service, managing administrative processes, maintaining accurate CRM and electronic records, and coordinating multiple calendars, client meetings, and office activities.

The ideal candidate is professional, dependable, organized, and able to manage multiple priorities while maintaining a high level of accuracy and confidentiality. They will also bring positive energy and enthusiasm into the workplace.

Key Responsibilities:

- Provide professional and responsive service to clients, both in person and over the phone.
- Maintain confidentiality and exercise discretion when handling sensitive client information.
- Maintain office organization and ensure a professional, welcoming environment.
- Answer incoming calls, take accurate messages, and ensure timely follow-up.
- Manage calendars and appointments for multiple Financial Advisors.
- Coordinate and prepare client packages.
- Accurately take and transcribe meeting minutes/notes.
- Maintain mailing lists and assist with client communications.
- Coordinate incoming and outgoing mail.
- Coordinate both in-person and virtual meetings and assist with Microsoft Teams and other technology requirements for online meetings and training sessions.
- Monitor and order office supplies as required.
- Complete administrative reporting as requested.




- Maintain accurate and up-to-date client information within the CRM system.
- Enter, update, and organize client data with a high degree of accuracy.
- Manage electronic document filing and storage in accordance with office procedures.
- Assist with office events, including planning and coordination.

Job Requirements:

- 1–3 years of experience in a client focused administrative, reception, or office support role.
- Post-secondary education in business administration, office administration, or a related field is considered an asset.
- Experience in the financial services or professional services industry is considered an asset.

Skills & Competencies

- Excellent knowledge of Microsoft Outlook, Excel, Word, and Teams.
- Strong verbal and written English communication skills.
- Excellent customer service and interpersonal skills.
- Exceptional organizational and time-management skills.
- Strong attention to detail and accuracy.
- Ability to prioritize and manage multiple tasks and deadlines.
- Professional, approachable, and reliable.
- Ability to work independently while also contributing effectively as part of a team.
- Strong discretion and commitment to maintaining client confidentiality.
- Comfortable learning new technology, systems, and processes.

To apply, please submit your resume and cover letter to [email protected].

We thank all applicants for their interest in this chance. However, only candidates selected for further consideration will be contacted.

Work Location: In person

📌 Receptionist (Saskatoon)
🏢 Mcgregor Financial
📍 Saskatoon