Admin. Assistant - Richmond, Canada - Elite Wealth Management
Description
As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client's success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients.
Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.
We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.
Our experience and insight allow us to create tailored financial plans based on each of our client's unique financial needs.
We are looking to hire an
Admin. Assistant - Customer Relation to support our financial planning practice.
Elite Wealth Management Inc. strives to consistently supply the highest quality of service to our clients. We provide unbiased investment and insurance solutions custom-tailored to your individual needs and objectives.
Title:
Admin. Assistant - Customer Relation
Duties and Responsibilities:
- Oversee and responsible for ALL issues of Financial Advisor's client matters
- Arrange, contact, follow up Financial Advisor's clients' appointments. Handle room bookings and other facilities arrangement e.g., zoom link (include related document e.g., disclosure statement) for Financial Advisor's client meetings
- Generate product page from company CRM system
- Need to handle all Financial Advisors' pending cases
- Assist Financial Advisor to identify potential business (FYC)
- Keep track Paraplanners who are responsible for updating client cases progress (potential FYC) into the company CRM system
- Responsible and keep proper filing for both internal and external correspondence related to Financial Advisor's clients
- Revamp/Tidy client folders and information
- Provide all administrative support to Financial Advisor
- Other duties may be assigned as per requested
Qualifications:
- Fluency in English and Cantonese required
- Degree in Business Administration or equivalent
- Prefer 2 year of experience in the business work environment
- Excellent verbal and written communication skills
- Attentive to detail and well organized
- Ability to work independently and efficiently in a fastpaced environment
- Proactive personality
- Capable to handle and prioritize multiple projects simultaneously
- Knowledge of financial industry preferred but not required
Job Types:
Full-time, Permanent
Attractive Compensation and Benefits package depends on experiences
Schedule: 8 hour shift
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