Receptionist

Receptionist

Individual within supporting the Wealth Management Team. Responsibilities include:

• greet and assist clients and visitors to the branch, providing exceptional service
• create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function
• coordinate branch office business meetings and maintain the branch calendar
• carry out cash management functions, process securities and correspondence, and keep records
• maintain risk awareness and regulatory knowledge

Your expertise

• ideally 3 years of relevant branch operations experience
• high school diploma or equivalent (college degree a plus)
• proven written and verbal communication skill
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills
• self-starter who is comfortable managing complex and evolving situations