Receptionist - Jobs in Winnipeg

Job Description

The Inclusif Group is a boutique financial planning firm located in the heart of St. Boniface. As a result of a retirement and expansion we are seeking a receptionist. This position plays a valuable role supporting The Inclusif Group in office administration and delivering an exceptional front-line experience to clients. We are looking for a Receptionist who is passionate, and detail orientated who is willing to step up in financial administrative duties as and when required. Exceptional interpersonal skills are desired in dealing with client and advisor communication, scheduling of meetings, updates to reports, and managing the office supplies.his position plays a valuable role supporting The Inclusif Group in office administration and delivering an exceptional front-line experience to clients. We are looking for a Receptionist who is passionate, and detail orientated who is willing to step up in financial administrative duties as and when required. Exceptional interpersonal skills are desired in dealing with client and advisor communication, scheduling of meetings, updates to reports, and managing the office supplies.Responsibilities• Front Desk/ Office Support (60%)o Provides front-line assistance by being the first point of contact for Clients.o Assure compliance with office / admin related documents, processamp; procedureso Manage the switchboard - Answer telephone and electronic enquiries and relay telephone calls and messageso Maintain general office supply inventory and coordinate maintenance of office equipment o Sort and distribute incoming and outgoing mail.• Life Administrator Duties (30%)o Processing life, disabilityamp; group applications. Follow up with underwriting. Letters to clients; policy change administration; beneficiaryamp; banking changes; processing of individual life claims.o Liaison between clientsamp; insurance companies regarding policies; outstanding requirements, bank changes.o Handling telephone inquiries from clients regarding lifeamp; group insurance policies. o Maintain records, correspondence, develop and upkeep of life insurance files o Individual lettersamp; mass mailings to clients.o Maintaining client data base, calendar, backups.o Schedule Appointments for Life Clientso Smart Office database management o Management of Death Claims – report, track, correspondenceamp; contact with executor (shared duties)o Dealing with quotes for new Group Plans and queries from existing clientso Document Filing and Management• Other miscellaneous duties and special projects as assigned (10%)Educationamp; Experience• Minimum grade 12 is required.• 2–5 years directly related experience required• Previous financial administration experience preferred.• Experience scheduling and coordinating meetings.• Experience recording and preparing minutes and agendas.• Experience with email and computerized calendars.Technical Knowledge• Experience in an administrative assistant capacity • Above average math skills• Above average keyboarding (accuracy)• Excellent letter writing (grammar) skills• Knowledge of office procedures and ability to learn use of a proprietary client relationship management system.• Understanding of MS Office suite, especially Word and Excel Skillsamp; Abilities• Strong listening skillsamp; the ability to follow through• Must have exceptional organizational skills with the ability to time manage• Strong client service orientation with the ability to build collaborative working relationships based on mutual trust to meet goals• Advanced organizational skills, adept at managing and prioritizing multiple tasks with competing deadlinesComprehensive health, dental and vision benetitsHealthamp; Wellness Spending AccountGreat workplace culture!