Office Coordinator (Reception)
Manulife Securities, Confido Wealth Management Group
Oakville, ON

Job Template
Office Coordinator (reception)

We are looking for highly motivated individual for the role of Office Coordinator (Reception). The Office Coordinator is responsible for providing administrative support to the advisors in the office; answering the phone and greeting clients when they arrive to the office. If you enjoy working with people and being part of a fun and productive team – let’s talk.


Administrative support

  • Create and maintain a process and procedures manual for the reception desk and ensuring the information remains current
  • Manage and pay various expenses for the office
  • Co-ordinate courier shipments as instructed (includes packaging, labeling and tracking of shipments)
  • Order office supplies for the reception area, supply room, photocopier room and kitchen area

Client reception

  • Prompt and professional management of all incoming calls:
  • Greet clients in-person and on the telephone in a friendly, business-like manner
  • Management of complaint calls and successful sourcing and retrieving of information as requested
  • Sustains a good rapport with clients and maintains the company image through professional communications

Executive assistant support

  • Daily banking for advisors
  • Provide support to advisor Marketing Assistants where required

Continued development and training

  • Participate in ongoing training related to job duties; develop knowledge and skills through sponsored education

Skills and requirements:

  • Ability to exercise discretion in dealing with sensitive situations, using good judgment when responding to issues or requests
  • Strong ability to multitask as priorities may shift day-to-day
  • Attention-to-detail, ability to take initiative, strong organization skills
  • Strong written and verbal communication skills is a must
  • Team player is essential to be successful in this position
  • Excellent PC skills in a Windows XP/ Windows 7 environment (Office 365, Word, Excel, Outlook, Internet)

Job Type: Full-time


  • Office Coordinator & reception: 1 year (Preferred)