Receptionist and Office Assistant

Posted 2 Days Ago
Be an Early Applicant
Headquarters, AZ, USA
In-Office
Junior
Fintech • Software • Financial Services
The Role
Provide front-desk reception and telephone support, greet visitors, and deliver administrative assistance across departments including document preparation, data entry, mail/courier coordination, meeting room setup, vendor coordination, office supplies management, and basic facilities and safety support. Serve as backup to the Office Administrator and support occasional events or projects.
Summary Generated by Built In

WHO WE ARE                                            

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage™ product.  
  

OUR VALUES, OUR PASSION

At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.  

  • Customer-Focused. Passionate Advocates 
  • Courage to Act. Do the Right Thing 
  • One Team. One Vision 
  • Think Long-Term. Ever-Evolving 
  • Be Exceptional. Inspire Greatness

POSITION SUMMARY

The Receptionist & Office Assistant plays an important role in creating a welcoming, professional, and well-organized office environment. This position provides telephone and front-desk reception, administrative support, and general assistance to various departments across the business. Daily activities will vary based on business needs, so the successful incumbent must be flexible, dependable, and able to manage multiple priorities in a customer service-oriented organization. The ideal candidate takes pride in delivering exceptional service to both internal and external clients and will also serve as a primary backup to the Office Administrator.

MAJOR ELEMENTS OF THE ROLE

Reception & Administrative Support

  • Provide reception coverage, including answering incoming calls, greeting and directing visitors, and maintaining a professional front-of-house presence

  • Deliver administrative support to various departments, including document preparation, data entry, reporting, and general coordination

  • Assist with departmental initiatives and special projects as required

  • Coordinate and process outgoing correspondence, including daily letter preparation and submission

  • Support mail and courier services, including tracking and distribution

Office Operations & Facilities Support

  • Coordinate meeting room bookings, setup, and readiness, including supplies and materials

  • Arrange catering and support internal meetings and events as required

  • Maintain shared spaces and meeting rooms, ensuring cleanliness and appropriate stocking levels

  • Ensure kitchens are organized and inviting, well maintained including loading and unloading dishes

  • Liaise with building management to address facilities-related matters impacting employee experience

  • Support security access processes and general office safety protocols

Office Services & Vendor Coordination

  • Maintain relationships with office vendors and service providers, ensuring timely and cost-effective service delivery

  • Manage inventory levels and coordinate ordering of office and kitchen supplies

  • Coordinate maintenance and servicing of office equipment in partnership with IT and external vendors

  • Support invoice processing, expense tracking, and budget monitoring for office-related services

Health & Safety

  • Support office health and safety initiatives in partnership with Human Resources

  • Participate in activities related to the Joint Health and Safety Committee as required

SKILLS AND EXPERIENCE REQUIRED

  • Community College diploma or equivalent combination of education and experience

  •  2+ years of experience in a reception, administrative, office support  or similar role

  • Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint);, Microsoft Teams experience is an asset

  • Experience managing phone systems is preferred

  • Strong customer service orientation with excellent verbal and written communication skills

  • Professional demeanor with the ability to interact effectively with employees, clients, and vendors

  • Highly organized with strong attention to detail and ability to manage competing priorities

  • Proactive, adaptable, and solution-oriented approach

  • Ability to work independently and collaboratively within a team environment

WORKING CONDITIONS UNIQUE TO JOB

  • Full-time, in-office role requiring presence at the corporate office, five (5) days per week

  • Standard office environment with frequent interruptions and competing priorities

  • Ability to lift and carry materials up to 23 kg as required

Additional Requirements

While this role follows standard business hours, the incumbent may occasionally be required to adjust their schedule to support business needs, including special projects and company events. These instances are infrequent and present opportunities to contribute to broader organizational initiatives and gain additional exposure across the business.

WHY WORK AT HOMEEQUITY BANK?

Great Environment

HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.

We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.
 

A Dynamic Culture – With People at the Centre  

We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto’s Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023. 
 

Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.

Celebrating Great Work and People

We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders.

From our Appreciate! Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.

Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.

   

The Perks (for eligible employees)

  • HomeEquity Bank offers a competitive total rewards package that includes:

  • Extended health and dental benefits

  • Employee & Family Assistance Program

  • Employer-Matched Group Retirement Savings Plan

  • Employee Share Investment Plan

  • Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits

  • Employee corporate discount for GoodLife Fitness 
     

HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Please note that our successful candidate is required to complete a background check.

Stay in the Know

Find out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work:

LinkedIn
Youtube
Facebook
Twitter
Instagram
Chip.ca 

Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you.

Skills Required

  • Community College diploma or equivalent combination of education and experience
  • 2+ years of experience in reception, administrative, office support or similar role
  • Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Microsoft Teams experience
  • Experience managing phone systems
  • Strong customer service orientation with excellent verbal and written communication skills
  • Professional demeanor and ability to interact effectively with employees, clients, and vendors
  • Highly organized with strong attention to detail and ability to manage competing priorities
  • Ability to work independently and collaboratively within a team environment
  • Ability to lift and carry materials up to 23 kg
  • Willingness to work full-time in-office five days per week
  • Successful completion of a background check
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The Company
HQ: Toronto, Ontario
484 Employees
Year Founded: 1986

What We Do

HomeEquity Bank is a Schedule I Canadian bank and is the only provider exclusively focused on reverse mortgages for homeowners aged 55 and over. HomeEquity Bank is a privately held company and helps Canadians live retirement their way by providing a safe, secure, and easy way to access the equity they’ve built up in their homes through their financial solutions, the CHIP Reverse Mortgage® and Income Advantage®. HomeEquity Bank has been the leader of reverse mortgages in Canada since its inception in 1986. HomeEquity Bank has an effective direct-to-consumer distribution model as well as a well-established network of referral partners. This extensive partner network includes all major Canadian banks, credit unions, mortgage brokers, and financial planning firms.

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