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Executive & Personal Assistant

1 month ago

Richmond, Canada Elite Wealth Mgmt 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 **Executive & Personal Assistant **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: Executive & Personal Assistant**

**Duties and Responsibilities**:

- Provide a full spectrum of secretarial, administrative support, and personal assistance to Director, including preparing agendas and taking meeting minutes, handling legal and other entities’ correspondence, proper documents filing, business licenses & insurance renewal, and property-related issues.
- Serve as a key contact point between Director and internal/external parties.
- Manage and maintain director’s schedules and calendar, including meetings, appointments, and travel itineraries, to maximize the benefits to the director and all relevant parties.
- Ensure timely delivery and order lunch for Director as required.
- Handle local daily bookings for director, such as restaurant reservations, beauty appointments, doctor appointments for family members, dog grooming, staycations, and other activities.
- Coordinate travel logistics for Director including booking flights, hotels, transportation, restaurants and other activities.
- Organize and coordinate internal events, such as staff appreciation events, retreats, Christmas parties, etc.
- Monitor the progress for the new office renovation, coordinate with the contractor, and report to the Director.
- Manage timelines and provide weekly report for the progress of all tasks assigned to different departments or individual staff to ensure everything runs smoothly.
- Assist with personal tasks and errands, including settling personal payment by cheque or credit card.
- Carry out other ad-hoc duties as required.

**Qualifications**:

- Bachelor Degree in Business Administration or equivalent
- At least 3 years of relevant working experience
- Fluency in English and Cantonese
- Strong interpersonal and communication skills
- Strong sense of responsibility, mature personality with a high level of integrity, confidentiality and discretion
- Ability to work and be highly organized under pressure, able to prioritize and handle multiple tasks
- Independent, detail-oriented, proactive, flexible and able to work in a fast-paced working environment
- Knowledge of financial industry preferred but not required

**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

Schedule: 7 hours

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