Admin. Assistant
3 weeks 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 Relations **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 client meetings
- Answer telephone calls and support to financial advisor clients or related parties who would like to contact financial advisor
- Work closely with financial advisor's planners on client cases (e.g., pending cases)
- Assist Financial advisor to identify potential business (FYC) from pending cases
- Arrange Financial Advisor's time schedule which can maximize the benefits among para-planners and clients
- Keep track planners who is responsible for updating client cases progress (potential FYC) into the company system
- Responsible and keep proper filing for both internal and external correspondence related to financial advisor's client
- 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
- Diploma 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
7 months 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...
-
HR Admin Assistant
2 days ago
Richmond, Canada Freshpoint Vancouver Ltd Full time**HR ADMIN ASSISTANT** Reporting to the HRBP, the **HR Admin Assistant **will be responsible for assisting in the execution of HR processes and provide general administrative support to the HR team including recruitment, employee onboarding, benefits administration and payroll processing. **Responsibilities**: - Provide day-to-day administrative support...
-
Admin. Assistant
7 months 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-customer Relation
7 months 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
9 hours 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...
-
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...
-
Feeder Operations Admin Assistant
4 days 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...
-
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
7 months 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
7 months 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 months 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
7 months 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...
-
Payroll and Admin Assistant
3 months ago
Richmond Hill, Canada Paymate Software Corporation Full timeTraining will be provided **Responsibilities**: - Onboard new customers in payroll software - Provide training to customers - Assist customers with setting up and running payroll - Answer queries related to Paymate software and services - Provide training on the use of the software and provide customer support when they need help - Assist with some admin...
-
Brokerage Admin Asst I
3 days 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...
-
Human Resources Admin Generalist
7 months 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
7 months 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
7 months 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...
-
Order Processor
2 days ago
Richmond Hill, Canada Force Capital Agency Full time**Position**: Order Processor & Admin Assistant **Location**: Richmond Hill **Shift**: Monday to Thursday (9AM to 5:30PM) Friday (9AM to 5PM) **Pay Rate**:$21/Hour **Responsibilities**: - Order processing daily in the ERP system. - General administration roles: attend to calls, transfer calls, maintain office equipment, filing, and recording of...
-
Admin Secretary
5 days 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 -...
-
Admin Secretary
3 months 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 -...