Office Receptionist

Job Title:

Office Receptionist

Main Purpose of the Job:

To ensure data is inputted in an accurate and timely manner

Reports to:

Financial Advisor
Office Manager
Business Owner

Duties and Responsibilities:

  • Display excellent customer service skills.
  • Welcome visitors by greeting them, in person or on the telephone, answering or referring their queries.
  • Direct clients, offer beverages, take their coat and ensure they all feel welcome
  • Maintain safe and clean reception area by complying with procedures, rules, and regulations.
  • Contributes to the team effort.
  • Liaising with all company personnel and external visitors to ensure the above tasks are completed effectively.
  • Input, review and process forms accurately
  • Ensure all data is saved in line with company protocols
  • Identify late or missing tasks for clients and report to the business owner immediately
  • Maintain accurate records
  • Provide appropriate reports
  • Secures information by completing database backups and/or uploading to the cloud storage.
  • Maintains database by entering new and updated customer and account information.
  • Purges files to eliminate duplication of data


  • Background & criminal record check
  • Customer service experience
  • Organization skills
  • Quick typing skills
  • Attention to detail
  • Computer savvy
  • Confidentiality
  • Thoroughness
  • High school diploma or equivalent
  • Data entry experience or related office experience
  • Some basic computer courses may be preferred by some employer

Hours & Location:

  • On-site - equipment provided
  • Regular set schedule
  • Part-time or full time
  • Starting $20 per hour ($41,600 annually)

Working Conditions:

  • Sitting for long period of time
  • On-site position

Advancement Qualifications:

  • Bachelor's degree in Business, Economics, or Commerce
  • Administrative experience of no less than 5 years
  • Proven organizational skills and prioritization experience
  • Canadian Securities Course
  • Conduct & Practices Handbook
  • Wealth Management Essentials (within 3 years of licensing)
  • Life License and Accident & Sickness License

Acknowledgement & Agreement

The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by your changing role within the organization and the overall business objectives of the organization.

How to Apply

To apply, please send your CV/resume to