Receptionist / Branch Assistant

Raymond James Financial · kelowna, regional district of central okanagan, Canada

Location
kelowna
Job Type
Full-time
Posted
July 16, 2026

Job Description

Job Description - Receptionist / Branch Assistant )

Receptionist / Branch Assistant -

Receptionist / Branch Assistant

How does the role impact the organization?

As a member of the team, reporting to the Branch Administrator, you will provide ongoing administrative support to the branch and its clients.

What will your role be responsible for?

  • Answer all incoming calls on the main switchboard
  • Greet and assist visiting clients and guests
  • Handle and correctly escalate urgent incoming client calls
  • Distribute and post mail
  • Organize and book boardroom meetings
  • Liaise with local caterers to order breakfast/lunches for presentations
  • Set up prior to and clean up after boardroom presentations and individual client/advisor meetings
  • Operate video and audio conferencing equipment
  • Accept, distribute and arrange all courier pick-up and deliveries...

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