The Receptionist is responsible for managing the front desk, answering incoming calls, greeting clients, and supporting the financial planners and administrative teams with day-to-day tasks. You will set the tone for client experience--making people feel welcome, heard, and cared for.
Key Responsibilities
Answer and direct phone calls promptly and professionally.
Greet clients and visitors in a courteous and professional manner.
Manage incoming and outgoing mail and courier packages.
Purchase, receive and store office supplies
Schedule appointments and maintain calendars.
Assist with basic data entry, scanning, and file organization.
Support the advisors and assistants with administrative tasks as needed.
Assisting staff with head office tasks and regulations.
Organize team lunches and company events.
Maintain a clean and organized reception area.
Qualifications
1-2 years of experience in reception, customer service, or office
Strong communication skills--both verbal and written.
Excellent organization and multitasking abilities.
Professional, friendly, and courteous demeanor.
Proficiency with Microsoft Office (Word, Outlook, Excel).
Comfort learning new software.
Education
High School diploma (required)
Post-secondary education, ideally in accounting or finance
Why Join Us
Opportunity to be part of a growing, dynamic team
A supportive team that values professionalism and client care.
Competitive salary and benefits.
How to Apply
Please submit your resume and a brief cover letter to kelsey@panoramawealth.ca. Only candidates selected for an interview will be contacted.
Job Type: Full-time
Pay: Salary based on experience and qualifications
Expected hours: Monday to Friday 8:30-4:30
Background check: Required
Vehicle: Required
Benefits:
On-site parking (free)
Paid time off
Work Location: In person, office located in Kanata near Eagleson Road.
Position Available: Start date Nov. 3rd, 2025
Job Types: Full-time, Permanent
Pay: $17.25-$24.89 per hour
Expected hours: No less than 40 per week
Benefits:
On-site parking
Paid time off
Work Location: In person
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Job Detail
Job Id
JD2803542
Industry
Not mentioned
Total Positions
1
Job Type:
Full Time
Salary:
Not mentioned
Employment Status
Permanent
Job Location
Kanata, ON, CA, Canada
Education
Not mentioned
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Beware of fraud agents! do not pay money to get a job
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.