- Greet all incoming guests in a polite and friendly manner;
- Ensure meeting rooms and kitchen are stocked, clean and safe;
- Notify the appropriate party when a guest has arrived;
- Report any usual suspicious persons or activities;
- Monitor and maintain stock of all office, kitchen and Fed-Ex supplies;
- Print Fed-Ex labels;
- Provide printing, mailing and scanning support to employees upon request;
- Receive and distribute all incoming USPS, FedEx and UPS mail;
- Receive, open and deliver all packages and gifts;
- Assist with organizing office events/gatherings;
- Coordinate with vendors for general office maintenance (cleaners, building management, plant care, etc.);
- Stamp all outgoing mail and send;
- Forward voicemails to appropriate person; and
- Other administrative tasks as assigned.
- Close all accounts and send closing letter to clients when appropriate;
- Assist with entering data into CRM and Interactive Brokers platform;
- Vote proxies;
- Mail various documents to clients;
- Check New Accounts records for correctness in Advent and RBC platform;
- Update phone list;
- Print Activity Reviews Letters & Penny Stock letters, scan to various files and log;
- Maintain customer logs;
- Receive Iron Mountain back-up tape and deliver box to IT;
- Print and mail performance reports; and
- Assist with other operational tasks as assigned
- Attention to detail with strong organizational skills;
- Comfortable using Microsoft Office - Word and Excel;
- Willingness and ability to learn and perform new tasks;
- Professional demeanor in handling all aspects of business;
- Ability to multitask and follow directions;
- Organized and self-starter, ability to work independently; and
- Ability to identify and solve problems and effectively prioritize workload.
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Receptionist & Operations Assistant - Carlsbad, United States - Sprott Inc.
Description
Job Description
Job DescriptionSalary: $20-23 per hourNOTICE TO JOB APPLICANTS RESIDENT IN CALIFORNIA, PEASE CLICK LINK TO REVIEW:
Sprott is a global leader in precious metal and energy transition investments. We are specialists. Our in-depth knowledge, experience and relationships separate us from the generalists. Our investment strategies include Exchange Listed Products, Managed Equities and Private Strategies. Sprott has offices in Toronto, New York, Connecticut and Carlsbad and the company's common shares are listed on the New York Stock Exchange and the Toronto Stock Exchange under the symbol (SII). For more information, please visit
Sprott USA
Sprott USA, a division of the Sprott Group of Companies, provides US and international investors with a full range of precious metals and real assets investment options, including separately managed accounts and private placements.
Position Description
Sprott USA is looking for a highly motivated full-time Receptionist & Operations Assistant to join its team in its Carlsbad, California office. This position will report to the Head of Operations and be responsible for the below.
Please note that this position requires full-time office attendance.
Reception Responsibilities
Operations Responsibilities
Position Qualifications
To apply for this position, please include a resume and cover letter with your submission. We thank all applicants for their interest; however, only qualified candidates as determined by Sprott will be contacted. Sprott does not accept unsolicited agency resumes or phone calls.
Sprott welcomes and encourages applications from people with disabilities. Please let us know if we can provide accommodations to support your participation in Sprott's recruitment process.
Sprott is an Equal Opportunity Employer.