Receptionist / Office Coordinator

Nicola Wealth Management Ltd.; Vancouver; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading company in wealth management is seeking a Receptionist/Office Coordinator in Vancouver. This role involves providing exceptional service to clients and managing office tasks. The ideal candidate is detail-oriented and proactive, ensuring a welcoming environment. Join a supportive team and contribute to a culture of excellence.

Benefits

Performance Bonus

RRSP Contribution

Profit-Sharing Program

Share Ownership Program

Qualifications

• 3 years of administrative experience in a professional office environment.
• Occupational first aid certification is an asset.

Responsibilities

• Welcome clients and visitors, providing high standard service.
• Maintain an organized and presentable reception area.
• Answer multi-line telephone and transfer calls professionally.

Skills

Organizational Skills

Communication

Time Management

Tools

Office 365

Job description

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

About the Team:

The Office Services team oversee all our office facilities and ensure the functionality, comfort, safety, sustainability and efficiency of our physical workspaces . Often the first face someone sees when they enter the offices, the Office Services team provides exceptionalservice to our clients and staff.

Purpose of the Role:

We are looking for a Receptionist/Office Coordinator to join our team of office administration experts responsible for providing exceptional service to our high-profile clients, management, and staff. In this role you will provide a high level of office coordination and administration and be the first impression of Nicola Wealth to our high-profile clients, staff and business partners. You will be detail-oriented, service-driven, proactive and conscientious. As our receptionist, you will be confident delivering exceptional service both in-person and over the phone.

Reporting to the Office Manager, you will be on site full-time in our Vancouver office.

Core Responsibilities:

• Welcome clients and visitors, greeting them and providing a high standard of client service.
• Maintain an organized and presentable reception area, ensuring visitors' first impression of Nicola Wealth is a positive one.
• Answer multi-line telephone and transfer calls in a polished and professional manner.
• Retrieve, sort and redirect incoming mail and couriers; prepare outgoing mail and couriers.
• Manage office supplies, check inventory and prepare weekly orders.
• Manage kitchen maintenance, including ordering weekly coffee/food orders and kitchen supplies.
• Help with boardroom/meeting room scheduling. Facilitate room set up and take down, ensuring space is presentable before and after meetings.
• Help with catering requirements for meetings and special event planning.
• Providing support to our real estate office as needed and address any requirements that arise.

Required Skills & Qualifications:

• 3 years of administrative experience working in a professional office environment, professional services firm or hospi tality industry .
• Occupational first aid certification is an asset.
• Highly proficient in Office 365 including MS Word, Excel , Outlook , Teams and Sharepoint .
• Exceptional organizational, time management and prioritization skills, including the ability to multi-task with competing priorities and demands .
• Strong communication skills (both verbal and written) with a proven ability to communicate effectively at all levels across the organization .
• Ability to work independently and manage your area of responsibility with minimal oversight .

Compensation & Benefits Package:

This position comes with a base salary range of $50,000 - $60,000plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards .

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers .

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [e-mail] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!

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