Administrative Assistant - Richmond, Canada - Affinity Financial Services Inc.

Description

Company description
Founded in 2009, Affinity Financial Services Inc. (AFS) is one of the fastest-growing financial services companies in Canada, covering four major cities and their surrounding areas. AFS has a team of experts with sharp insight and rich practical experience.

We tailor comprehensive wealth management strategies based on each customer's actual needs and is an ideal "one-stop" financial service platform.

Job Duties:

• Establish and organize client files; maintain filing system for clients and advisors;
• Monitor calendars, schedule meetings and boardroom bookings;
• Meeting deadlines; documenting actions; document preparation, data entry, and filing client files/information into file database and Customer Relationship Management (CRM) System;
• Liaise with insurance companies to confirm and follow up case statuses;
• Attend training and seminars to update job knowledge;
• Assist in event planning or organization;
• Handle clients' calls;
• Provide after sales support ;
• Assist general office maintenance / housekeeping;
• Participating other ad hoc office duties / company events as required.
• Report directly to the Operations Manager.

Skills and Qualifications:

• Excellent interpersonal skills and verbal communication skills.
• Fluent in written and oral English and Mandarin, able to speak in Cantonese is an asset.
• Good organization and time management skills.
• Problemsolving abilities.
• Willing to learn and accept challenges.
• Able to work independently and a good team player;
• Strong attention to detail and work effectively under pressure in a fastpaced environment;
• Excellent computer literacy, including MS Office Tools.
• Minimum 1year experience with administrative support, experience in Finance / Insurance industry is an asset.
• Licensed with LLQP or willingness to complete is an asset.

Job Types:
Full-time, Permanent


Salary:
From $34,000.00 per year


Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Language:

- and write Chinese (required)


Work Location:
One location