At Timmins Financial, we are dedicated to delivering exceptional service and building long-term relationships with our clients. We pride ourselves on our professionalism, integrity, and commitment to operational excellence. Our team-oriented culture values collaboration, continuous improvement, and a client-first approach in everything we do. As we continue to grow and elevate our service model, we are seeking a detail-oriented and highly organized professional to join our team and contribute to our success.

About the Role

We are looking for a proactive and personable Reception and Client Services team member. This pivotal role blends front-line client care with strong administrative and operational support. The ideal candidate brings professionalism, strong communication skills, and a passion for creating smooth, efficient processes. You will be the first point of contact for clients and a key support to both advisors and leadership.

Key Responsibilities

Reception & Client Interaction

·         Provide a warm, professional greeting and intake for all clients.

·         Manage multiple phone lines.

·         Handle client requests via phone, email, and written correspondence.

·         Book appointments and maintain strong rapport with clients.

·         Represent the company image through effective, polished communication.

Administrative Services

·         Provide direct administrative support to the Chief Operating Officer.

·         Act as liaison between clients, advisors, and internal team members.

·         Support additional administrative tasks as required.

Client Relationship Management (CRM)

·         Follow organizational service standards in all communication.

·         Keep CRM platforms up to date.

·         Maintain consistent and compliant client file standards.

Operations

·         Investigate and resolve administrative issues accurately and completely.

·         Participate actively in team meetings and operational discussions.

Process Development

·         Maintain workflow policies and procedures.

Qualifications

·         2–5 years of experience in an administrative, reception, or client service role (ideally in a financial services or professional office environment).

·         Exceptional written and verbal communication skills.

·         Strong attention to detail and a high level of accuracy.

·         Ability to manage multiple priorities, deadlines, and phone lines simultaneously.

·         Proficiency with Microsoft Office (Outlook, Word, Excel), OneDrive, and general CRM platforms.

·         Strong problem-solving skills and a proactive, solution-oriented approach.

·         Ability to maintain professionalism and confidentiality.

·         Comfortable working independently and within a team environment.

Soft Skills

·         Warm, professional demeanor with a strong customer-service mindset.

·         Excellent organizational skills, with the ability to structure tasks and follow processes consistently.

·         Adaptability—comfortable with evolving processes and shifting priorities.

·         Emotional intelligence and the ability to build rapport with diverse clients.

·         Positive attitude and willingness to support others.

·         Strong follow-through, ensuring commitments and tasks are completed on time.

·         Calm under pressure, especially when juggling multiple calls or client needs.

·         Curious and eager to learn, open to feedback and continuous improvement.

Compensation & Benefits

·         Competitive salary commensurate with experience.

·         Comprehensive benefits package following the probationary period.

·         Paid vacation days.

·         Supportive team environment with strong leadership and opportunities for growth.

·         Modern office setting with a culture rooted in teamwork, respect, and continuous improvement.