Administrative Assistant
2 weeks ago
**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 President.
**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.
- Problem-solving 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 fast-paced environment;
- Excellent computer literacy, including MS Office Tools.
- Minimum 1-year 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
COVID-19 considerations:
In order to protect everyone in the workplace, all visitors MUST follow our office COVID safety practice:
- Everyone MUST wear face mask;
- Wash / Sanitized your hands;
- Keep 2-meters social distancing;
- Stay home when you have cold or flu symptoms.
Ability to commute/relocate:
- Richmond, BC: reliably commute or plan to relocate before starting work (required)
**Education**:
- Bachelor's Degree (preferred)
**Language**:
- and write Chinese (required)
Work Location: One location
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