Admin. Assistant

4 weeks ago


Richmond, Canada Elite Wealth Management Full time

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 **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 fast-paced 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



  • Richmond, Canada Western Rice Mills Ltd Full time

    Administrative Assistant Western Rice Mills’ Richmond office is looking for an administrative assistant to help with the following tasks: 1. Daily sales order entry, arrange shipments, dealing with clients. 2. Help to answer phone calls and direct to appropriate department or individual. 3. Help to serve visitors (i.e. truckers, walk-in customers). 4....


  • Richmond, Canada Elite Wealth Management Full time

    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...

  • Admin. Assistant

    1 month ago


    Richmond, Canada Elite Wealth Management Full time

    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...


  • Richmond Hill, Canada Mansteeel Rebar Ltd Full time

    We are currently seeking a **Janitorial Services/Admin Assistant** to join the team in our **Pembrook **location. The Janitorial Services/Admin Assistant will provide support to the Administration department to ensure that the office areas are well cleaned and taken care of, and that any required administrative tasks are complete. This is a hybrid, part-time...

  • Admin Intern

    1 month ago


    Richmond Hill, Canada SERVICE EMPL INTL UN Full time

    **SEIU Healthcare **is a union of more than 60,000 members who are frontline healthcare workers in hospitals, long-term care facilities, and home care agencies in communities throughout Ontario. We advocate with our members by launching progressive member-driven programs, adapting best practices, and encouraging new and innovative ideas. We strive to create...


  • Richmond, Canada CB Canada Full time

    Primary Job Posting Location: Richmond, British Columbia Canada Before you apply to a job, select your language preference from the options available at the top right of this page. Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help...

  • HR/admin Assistant

    1 week ago


    Richmond, Canada Watson enterprises Inc Full time

    Job description Job Responsibilities ▪ Support full spectrum of HR operations including recruitment, employee matters, welfare, Performance Appraisals, onboarding & exit clearance, leave and benefits administration .▪ Manage general employees, response to queries such as leave, policies questions, etc .▪ Responsible for HR administration including...


  • Richmond, Canada Western Rice Mills Ltd Full time

    **Logistics Coordinator & Office Admin (Full-time)** Canadian owned and operated company is seeking a full-time Logistics Coordinator & Office Admin for their fast-paced facility. Duties include: - Issue POs with suppliers. - Product item creation and maintenance. - Coordinate incoming shipment with warehouse operations. - Coordinate shipping line...


  • Richmond, Canada Tempea Natural Foods Ltd. Full time

    _Administrative Assistant/Bookkeeper_ We are looking for Bookkeeper/Admin Assistant who has great verbal communication skills, personable, positive, reliable, great work ethic and is willing to be flexible with balancing the work of both roles. This is an 100% in office position. **The Roles**: - **Office Support**_ - Communicate and coordinate vendor...

  • Admin Support

    2 weeks ago


    Richmond Hill, Canada TMS School Full time

    TMS is a leading independent school in Richmond Hill that combines the Montessori and International Baccalaureate frameworks to provide students from 18 months to Grade 12 the foundation for a life of goodness and excellence. TMS is a member of CIS Ontario and accredited by CCMA, CAIS and the IBO. Our Mission is to deliver a seamless,...


  • Richmond, Canada EC Phillips and Son Full time

    E.C. Phillips & Son is a family-owned company with deep roots in the Alaskan seafood industry. For generations, we've been dedicated to providing quality products and exceptional service to our customers. We take pride in our work and are committed to maintaining a supportive and respectful workplace. We are currently seeking a dedicated and organized Office...


  • Richmond, Canada Lucid Vision Labs, Inc. Full time

    In keeping with the Company’s mission and values, the Administrative Assistant is responsible for maintaining up to date records of vendor accounts. This includes but is not limited to entering invoices, reconciling vendor statements, answering vendor inquiries, entering expense reports and other admin tasks as assigned. **Responsibilities**: - Process...


  • Richmond, Canada Glass Enterprises, Inc. Full time

    Our nimble and fun team are looking to add a new team member! Working closely with the our Controller and all facets of the team, the part-time (16 hours/week) the Admin Assistant will be assisting in report preparation, ordering office supplies, reconciliation of expenses records, maintaining appropriate filing systems and performing a variety of...


  • Richmond, Canada WorkSafeBC Full time

    Job requisition number 037619 Job location Richmond Full-time / part-time Full-time Posting period From 01/05/2023 to 01/18/2023 Overview Our** **Prevention Services team is looking for a detail-oriented administrative support assistant with good customer service skills to perform a variety of intermediate administrative duties. If you’re a...


  • Richmond Hill, Canada Oak Ridges Vision Centre Full time

    We have an opening for a **full-time** eyewear sales and admin position in our optical/optometrist's office. This position combines the responsibilities of selling eyeglasses & contact lenses,managing the front desk, and assisting with administrative patient duties. We are seeking to grow our team by adding a dedicated and outgoing person who has a strong...

  • Admin Support

    1 month ago


    Richmond Hill, Canada TMS Full time

    TMS is a leading independent school in Richmond Hill that combines the Montessori and International Baccalaureate frameworks to provide students from 18 months to Grade 12 the foundation for a life of goodness and excellence. TMS is a member of CIS Ontario and accredited by CCMA, CAIS and the IBO. Our Mission is to deliver a seamless,...


  • Richmond, Canada ATI Truck Repair Ltd. Full time

    **Bookkeeper/Admin Assitant** **What's in it for you**: - Welcoming/happy/family working environment - Chance to be part of an energetic and dynamic team - Competitive wages - Working environment founded on respect - Extended Health and Dental benefits package after 3 months **What you will do in this role**: - AR and AP reconciliation and collection. -...

  • Back Office Assistant

    1 month ago


    Richmond, Canada Terra Nova Medical Clinic Full time

    **About us** - paced work environment, and has open availability. **Responsibilities**: - Collect patient information. - File medical records. - Assist with insurance company requests for medical records. - Schedule patients for appointments. - Refer patients to other physicians or specialists when necessary. - Invoicing, excel worksheets - Communicate...


  • Richmond, Canada Octa Stone Inc. Full time

    **About us** Octa Stone Inc. is a modern Digital Fabrication/Manufacture company in the stone business. Our organization is looking for an Administrative Assistant to join our team. - **Strong Communication and Interpersonal Skills**:should have the ability to communicate effectively in dealing with various clients, courteous and personable. - **Strong...


  • Richmond, Canada STRATEGIC LIFT Full time

    We're looking for rockstar admin assistant, below are some of key responsibilities. - Supporting team members on project requirements - Preparing reports as needed (involved in business analysis) - Coordinating staff meetings - Writing down minutes and meeting summaries - Running errands - Ordering supplies as needed - Filing forms and documents - Data entry...