September 19 2023
Industries Bank, Insurance, Financial services
Categories Receptionist
Montreal, QC • Full time

Requisition ID: 185058

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

"Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will serve and English-speaking clientele."

This is a unique opportunity to discover the dynamic and ever-changing world of Scotia Wealth Management. Scotia Wealth Management receptionists welcome and interact with our affluent clients. It is therefore essential for them to have strong verbal and written communication skills. A professional image and good behavior are required for this front-line position. The successful candidate is well organized and has excellent time management skills, as well as a solid knowledge of Bank-related IT systems. Working hours are Monday to Friday from 8:30 a.m. to 5 p.m. The incumbent must possess exceptional communication, organizational and administrative skills, work independently and demonstrate strong judgment in problem solving.

Main responsibilities

• Serve all customers (including telephone calls) and respond to their needs or redirect them to the appropriate person, to ensure a response within a reasonable time.

• Receive, sort and prioritize mail, taking into account action items and due dates, to ensure timely responses and action taken.

• Perform daily mailroom tasks and ensure all documents or deliveries reach our internal employees correctly.

• Accept packages and arrange courier service to ensure timely distribution of packages and documents.

• Manage the receipt and processing of shipments and deliveries from head office.

• Coordinate meeting rooms and conference calls ensuring action items and deliverables are discussed.

• Coordinate all internal communications for staff, including updating internal documents, including telephone lists.

• Organize and maintain various filing systems to track and store data and documentation and enable easy retrieval of information.

• Manage the inventory of office equipment and supplies well and ensure that orders are placed on time.

• Distribute office equipment and supplies and ensure all storage areas are properly stocked.

• Participate in activities related to security and keyholder responsibilities, including producing access cards and opening and closing the office and cooperating with building security.
• Pay invoices through our IT billing system

• Take care of catering and business dinners, as needed.

• Organize special events, as needed.

• Communicate with office equipment suppliers to ensure equipment maintenance, as needed; including the supplier of the coffee machine.

• Participate in special projects and other administrative functions, as required.

Required Skills

• Excellent customer service skills.

• Excellent problem-solving skills.

• Excellent written and oral communication skills.

• Great organizational skills and proven ability to manage multiple priorities and deadlines.

• Effective communication and ability to develop good working relationships at all levels of the Bank and with clients.

• Autonomy and ability to complete tasks with minimal instructions.

Location(s): Canada : Quebec : Montreal

We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

Apply now!

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