Receptionist

Summit Financial - Receptionist

Full time – 35 hours/week

Wage of $18.00/hour

Vacation time of 10 business days/year

Reports To

The Receptionist will report to the Summit Financial Partners.

Job Overview

The Receptionist supports company operations and daily office operations, maintaining office systems, and providing additional support for Advisors and Assistants.

Responsibilities and Duties

Receptionist

· Greeting incoming clients

o Make them feel comfortable and welcome.

o Walk-in prospects

§ Collect information requested.

· Prepare office for opening.

o Check messages from overnight.

o Check general delivery emails for client/walk-in requests.

o Prepare reception area.

· Phones

o Answer and direct general phone calls through assistants (when possible)

· Receive incoming mail and couriers.

· Arrange for outgoing couriers

· Kitchen stocked and kept tidy.

· Update closing hours on doors and voicemail re. stat holidays, summer hours

· Keep storage rooms organized and clear

· Office safety & maintenance inspections (ie. Burned out lights)

· Some miscellaneous tasks

· Close Office

Advisor Support

· Update GIC rate sheet

· Stationery and forms – compliance approval and ordering

· Occasional support and projects for Advisor Assistants

Reception

· Outgoing mail

· Bank deposits

o Includes ordering bank deposit slips

· Office supply ordering

· Miscellaneous office supply ordering

· Petty cash

· Lead monthly staff meetings (first Tuesday of the month)

· Complete staff meeting notes

· Office Calendar Management

o AML Updates

o E&O Renewals

o License renewals

o Updating office policies and procedures annually

· Organize office events.

· Various unique projects

o Summit Financial will provide training where necessary

· Bookkeeping support

Qualifications

· Computer literate Office 365

· Reliable, team player

· Courteous, Organized, Reliable, Punctual… Professional

· Self-starter (always looking for ways to improve business operation)

Additional Assets

· Financial Industry experience

· Previous Receptionist experience

· Willing to learn/increase knowledge

Job Type: Full-time

Salary: $10.00-$30.00 per day

Benefits:

• On-site parking
• Paid time off

Flexible Language Requirement:

• French not required

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Vernon, BC: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (required)

Work Location: One location

Expected start date: 2023-02-15