Current jobs related to Admin. Assistant - Richmond - Elite Wealth Management
-
Admin & HR Assistant
4 weeks ago
Richmond Hill, Canada iTalkBB Canada Inc. Full time**Key Responsibilities**: This position will support the office and the sales team in various activities and responsibilities but are not limited to: - Assist in the implementation of key HR activities such as recruitment & onboarding, performance management, training, employee relations, engagement programs and termination procedures. - Job postings...
-
Admin Assistant/receptionist
2 weeks ago
Richmond, Canada Western Rice Mills Ltd Full timeAdministrative 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....
-
Admin. Assistant-customer Relation
4 weeks ago
Richmond, Canada Elite Wealth Management Full timeAs 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
4 weeks ago
Richmond, Canada Elite Wealth Management Full timeAs 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
3 weeks ago
Richmond, Canada Elite Wealth Management Full timeAs 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...
-
Sales Associate
2 weeks ago
Richmond, Canada Mobler Online Full time*Overview* *Responsibilities* - Engage with customers in a friendly and professional manner - Assist customers in finding products that meet their needs - Process sales transactions accurately and efficiently - Maintain a clean and organized sales floor - Meet and exceed sales targets - Provide exceptional customer service before, during, and after the...
-
Feeder Operations Admin Assistant
2 weeks ago
Richmond, Canada UNITED PARCEL SERVICE Full time**Primary Job Posting Location**: Richmond, British Columbia Canada Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow—people with a unique combination of...
-
Janitorial Services/admin Assistant
4 weeks ago
Richmond Hill, Canada Mansteeel Rebar Ltd Full timeWe 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...
-
HR Admin
3 weeks ago
Richmond, Canada Foreseeson Technology Inc. Full timeForeseeson Technology Inc. is a British Columbia, Canada-based Manufacturing and Distribution Services (MDS) organization. We strive to provide our local and national customers with a total solution from engineering, procurement and manufacturing, to Sales and Marketing services. Constant innovation and team efforts for over twenty (20) years brought us...
-
Admin Intern
3 weeks 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...
-
Admin Intern
3 weeks ago
Richmond Hill, Canada SEIU HEALTHCARE 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...
-
HR/admin Assistant
4 weeks ago
Richmond, Canada Watson enterprises Inc Full timeJob 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...
-
HR/admin Assistant
3 weeks ago
Richmond, Canada Watson enterprises Inc Full timeJob 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...
-
Human Resources Admin Generalist
4 weeks ago
Richmond, Canada iTalkBB Canada Inc. Full time**Position : Human Resources Admin Generalist** In iTalkBB Canada Inc., the Human Resources Admin Generalist will have both administrative and strategic responsibilities and will help with important functions such as compensation and benefits, employee relation, performance management, and labor law compliance. We understand that our business thrives when...
-
Front Desk Receptionist/admin Assistant
3 weeks ago
Richmond, Canada Doxa Development Full timeDoxa Development, headquartered in Richmond, BC, is a dynamic real estate development and construction company experiencing rapid growth. We are currently seeking a full-time receptionist/office admin staff member who is eager to evolve alongside our expanding company. This role serves as an excellent entry point into Doxa Development, offering abundant...
-
Front Desk Receptionist/admin Assistant
4 days ago
Richmond, Canada Doxa Development Full timeDoxa Development, headquartered in Richmond, BC, is a dynamic real estate development and construction company experiencing rapid growth. We are currently seeking a full-time receptionist/office admin staff member who is eager to evolve alongside our expanding company. This role serves as an excellent entry point into Doxa Development, offering abundant...
-
Admin Secretary
3 weeks ago
Richmond Hill, Canada Overseas Insurance Brokers Corporation Full timeOverseas Insurance Brokers Corporation (OIBC), an established insurance brokerage that has been providing professional insurance services since 1978. We are seeking at Admin Secretary / Data Entry **Responsibilities** - Data entry: Broker Management System, Company Portals, other general data entry tasks - Quality assurance of incoming service requests -...
-
Accounting & Admin Clerk
4 weeks ago
Richmond, Canada Clear Ocean Seafood Full time**Accounting & Admin Clerk** ***: With its commitment to supplying the highest quality and sustainably harvested seafood, Clear Ocean Seafood Ltd. has quickly grown to position itself as a trusted and consistent supplier to its customers. Currently we are seeking an Office & Accounting Clerk to join our team. This is a part-time permanent position, and will...
-
Richmond, Canada Hospitality Emporium Full time**Administration** - Prioritize urgent tasks, coordinate shipping tasks with warehouse staff, organized all invoices and purchase orders, collect a record of orders and payments, process cheque and credit card payment, check all incoming bills and setup bill payment dates, keep an organized To-do list - **Client Care** - Answer all phone calls, use...
-
Order Processing
2 weeks ago
Richmond Hill, Canada Rubicon Food Products Limited Full time__________________________________ **TITLE NAME: LOCATION: Richmond Hill** Order Processing & Admin Assistant **REPORTING TO: EMPLOYEE START DATE**: General Manager Immediate **Salary $21 to $23 per hour** Rubicon Food products limited manufactures and distributes leading brands; Rubicon (exotic soft juice drinks) and Shana (authentic frozen food). Our...
Admin. Assistant
1 month ago
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