Admin. Assistant

2 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


  • Admin & HR Assistant

    2 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...


  • 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

    2 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...


  • 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

    6 days 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, British Columbia, Canada Western Rice Mills Ltd Full time

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


  • 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

    6 days 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 Hill, Ontario, Canada Academy of Learning Career College Full time

    We are looking for an Office Administrative Assistant to join our organization. Training will be provided to eligible applicant.Role tasks: Coordinating the client's schedule- booking Client appointments Taking calls and responding to client Light cleaning duties Other office and admin duties as may be required Training will be provided No Student and No...

  • Admin Intern

    7 days 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...


  • Richmond Hill, Ontario, Canada The Furniture Guys Full time

    About usThe Furniture Guys is a mid-sized manufacturer of high-quality office furniture, Kitchens, closets systems, and other custom furniture products. We have provided creative and customized solutions to our valued clients for over 15 years and have built a reputation for superb craftsmanship and customer service.We are currently looking for a full time...


  • 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...


  • 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...

  • Admin Intern

    3 days ago


    Richmond Hill, Ontario, 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 a...

  • HR/admin Assistant

    4 weeks 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...

  • HR/admin Assistant

    20 hours 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 Ignite Technical Resources. Full time

    Junior Database Admin - Contract position in Vancouver(Hybrid): On behalf of our client in **Vancouver,** **Ignite Technical Resources** is looking for a **Junior Database Admin **with our client ** **for a **contract opportunity**. **Role Description**: **Responsibilities**: - Assist team members with plans for Database Management System upgrades and...


  • 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...

  • Brokerage Admin Asst I

    2 months 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...