Executive and Personal Assistant - Richmond, Canada - Elite Wealth Management

Elite Wealth Management
Elite Wealth Management
Verified Company
Richmond, Canada

4 days ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
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 committed to building long-term financial wealth and to guiding our clients every step of the way.

We are looking to hire an
Executive Personal Assistant 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:
Executive Personal Assistant

Duties and Responsibilities:


  • Book and arrange Executive's personal and clients' appointments, such as restaurant reservation etc.
  • Review new client list and arrange Executive's time schedule which can maximize the benefits among clients, staff, external services providers, personal matters, etc.
  • Assist Executive to follow up meeting agenda and any follow up tasks to be submitted to Executive
  • Provide all administrative support to Executive
  • Manage timeline and provide weekly report for the progress of the above tasks
  • Organize and execute company events, such as staff appreciation event, Christmas party, teambuilding event, client appreciation event, etc. with the assistance from other staff
  • Reply to Executive's personal clients' enquiries
  • Execute a list of operational improvement tasks to help enhance operational efficiency
  • Carry out adhoc duties as required

Qualifications:


  • Bachelor Degree in Business Administration or equivalent
  • At least 3 years of experience in the business work environment
  • Fluency in English and Cantonese required
  • 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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