Administrative Assistant-customer Relations

5 months ago


Richmond, Canada Elite Wealth Mgmt Full time

**Administrative Assistant-Customer Relations**

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 **Administrative Assistant-Customer Relations **to support our financial planning practice.

Elite Wealth Mgmt. 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.

**Duties and Responsibilities**:

- Arrange, contact, follow up Financial Advisor's clients' appointments. Handle room bookings and other facilities arrangement (e.g. Zoom link), prepare related documents (e.g., Advisor Disclosure Form) for Financial Advisor’s client meetings
- Ensure all compliance paperwork is in order
- Assist in Financial Advisor in opening mutual fund account and handling fund switch of mutual fund for clients
- Assist in Financial Advisor in handling fund switch of segregated fund of different carriers for clients
- Generate product page from company CRM system
- Prepare account review meeting with clients
- Prepare cash surrender value (CSV) for corporate clients on the last working day of each month
- Handle all Financial Advisors’ pending cases
- Responsible and keep proper filing for both internal and external correspondence related to Financial Advisor's clients
- Carry out other ad-hoc duties as required

**Qualifications**:

- Fluency in English and Cantonese required
- Degree in Business Administration or equivalent
- Two years of relevant experience in the insurance, and/or financial industry
- Knowledge of mutual fund/investment products
- 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

**Job Types**: Full-time, Permanent
- Group extended health & dental benefit plan
- Group life insurance
- Group retirement savings plan matching
- Critical illness insurance
- Course subsidy program



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