PPI company overview:
Shaping Dreams Into Legacies
PPI elevates independent financial advisors to the next level.
Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation. A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.
Unparalleled resources. At your command.
Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.
For more information about PPI visit: www.ppi.ca
To maintain PPI’s exacting level of service, we are looking for a Receptionist to join our Toronto office.
The primary focus of the Receptionist is to be the first point of contact for advisors, visitors and members of the public. The Receptionist is responsible for answering and directing telephone calls and greeting visitors in a prompt, efficient and friendly manner maintaining a professional demeanor at all times. The Receptionist will also receive, sort and distribute incoming mail and prepare outgoing mail as required.
Answer all telephone calls in an efficient and professional manner, directing and redirecting calls or taking messages as appropriate.
Greet and assist or direct visitors, vendors, employees and others as appropriate, ensuring that visitors with appointments are met by the appropriate individual(s).
Assume ownership of assigned responsibilities, including recognizing any urgencies and assisting in the resolution of problems.
Respond to general inquiries and requests for information whenever possible.
Maintain meeting room schedule, if required.
Maintain reception area.
Maintain office supplies, ordering new and replacement stock as required.
Order new applications for life and investments, as needed.
Receive and sign for letters, packages and other deliveries.
Distribute mail as it pertains to all staff and departments within in the office, as required.
Sort and prepare all outgoing mail daily, as required.
Create and/or upload documents into the WealthServ system as needed.
Ensure all time-sensitive notices are emailed to the advisor in a timely fashion, as required.
Provide administrative support to the sales and operations teams, as required.
Perform various clerical tasks, as requested.
Additional responsibilities, duties and special projects as identified.
Education, Experience and Skills:
A minimum of 1-2 years' experience in a clerical, administrative or similar role
Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
Ability to represent self, office and organization in a professional, positive manner at all times
Ability to handle sensitive and confidential information in a professional manner
Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
Knowledge of commonly used office equipment and telephone/voice mail systems
Bilingualism: spoken and written French required
We thank all candidates for applying, however only those selected for an interview will be contacted. Your resume may be used for other vacancies.