ABOUT NICOLA WEALTH:

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!

REQUIRED SKILLS & QUALIFICATIONS:

• A minimum of 2 years of related work experience, preferably in a financial planning firm or equivalent.
• Superior client service orientation, with a background in a customer or client facing role.
• The ability to blend concierge services and/or a hospitality background is an asset.
• Wealth Management and/or Real Estate experience would be considered an asset.
• Highly proficient in MS Word, Excel and Outlook.
• Exceptional interpersonal skills.
• Proactively resolves problems and conflicts with a high degree of professionalism.

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 Director of Office Services, 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.