Administrative Assistant for Financial Advisor
3 months ago
Are you a proactive, organized, and tech-savvy individual looking to join a young and energetic team? We're on the hunt for a *rockstar Administrative Assistant* to support our dynamic Financial Advisor. If you thrive in a fast-paced environment and love staying on top of details, this might just be the perfect fit for you
**What You’ll Be Doing**:*
- Prepping and organizing documents like a pro to keep everything running smoothly.
- Following up on important cases and ensuring nothing falls through the cracks.
- Taking charge of priority tasks and handling client requests with precision and care.
- Coordinating with clients and being the key point of contact between them and our advisor.
- Prioritizing tasks for the advisor so they can focus on what they do best.
- Assisting with documentation that may involve a variety of languages, ensuring clear communication at all times.
**What We’re Looking For**:*
- Computer whiz with solid skills in Word, Excel, Outlook, and PowerPoint.
- Ability to handle documents and correspondence in diverse languages as needed.
- A multitasker who can juggle deadlines without breaking a sweat.
- Great communicator, both in writing and over the phone.
- Self-starter who’s not afraid to take initiative and bring fresh ideas to the table.
- Organized, detail-oriented, and ready to roll up your sleeves.
We’re a young, vibrant team that believes in collaboration, innovation, and having fun while we work. If that sounds like your kind of vibe, we want to meet you
**How to Apply**:*
Shoot your resume and a quick note about why you’d be a great fit via indeed. Let’s make things happen together
**Job Types**: Full-time, Permanent
Pay: $36,000.00-$50,000.00 per year
Additional pay:
- Bonus pay
**Benefits**:
- Dental care
- Extended health care
- Life insurance
- Vision care
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Work Location: In person
-
Financial Advisor Assistant
7 months ago
Richmond, Canada Seed Pacific Financial Group Full timeJob Summary: Seed Pacific Financial Group committed to providing exceptional financial planning services to our clients. With a dedication to integrity, professionalism, and personalized solutions, we strive to help our clients achieve their financial goals and secure their futures. **Position**: Financial Advisor Assistant **Duties**: - Oversee and...
-
Recent Graduates
1 month ago
Richmond Hill, Canada AI Financial Power Group Full time**About Us**: Founded in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services. Our mission is simple: to empower all Canadians to achieve a happy,...
-
Associate Advisor
7 months ago
Richmond, Canada Sun Life Financial Full time_**Sales & Associate Advisor**_ We are seeking a dynamic and knowledgeable Associate Advisor to join a specialized advisor’s team at Sun Life in the Vancouver general area. This position will play a crucial role in providing comprehensive financial planning advice to clients helping them navigate the financial landscape and achieve their financial goals....
-
Financial Advisor Assistant
1 week ago
Richmond, Canada Elite Wealth Management Full time**About us**: 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...
-
Administrative Assistant
8 months ago
Richmond, Canada Elite Wealth Mgmt Full time**Administrative Asssistant** 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...
-
Financial Advisor
5 days ago
Richmond Hill, Canada Royal Wealth Financial Full time**Its a 100% commission based position!** We are seeking a Financial Advisor Part-Time or Full-Time to join our team! You will deliver personalized saving, investment and wealth building solutions to help clients work toward their short-term and long-term financial goals. If that’s something you’re looking for, message me with your availability for an...
-
Administrative Assistant
5 days ago
Richmond, Canada Affinity Financial Services Inc. Full time**Company description** Founded in 2009, Affinity Financial Services Inc. (AFS) is one of the fastest-growing financial services companies in Canada, covering four major cities and their surrounding areas. AFS has a team of experts with sharp insight and rich practical experience. We tailor comprehensive wealth management strategies based on each customer's...
-
Administrative Assistant-customer Relations
7 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...
-
Administrative Assistant
22 hours ago
Richmond, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Administrative Assistant
4 weeks ago
Richmond, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Recent Graduate
2 weeks ago
Richmond Hill, Canada AI Financial Power Group Full time**This role is required fluent in English and Mandarin** Are you interested in entrepreneurship? Do you want to build something new for this world? Do you enjoy developing your personal skill and mindset by solving every challenge or problem? Join us! **About AI Financial** **Your opportunity** AI Financial is looking for an Administrative Assistant to...
-
Financial Advisor
4 weeks ago
Richmond, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...
-
Cantonese & English Speaking Administrative
7 days ago
Richmond Hill, Canada Chronicle Financial Corp Full time**Company description** Specializing in the English speaking and Chinese speaking Canadian market, our team of experienced and knowledgeable financial advisors provide professional advice for people at all walks of life. As a brokerage, we are partnered with a multitude of insurance companies, investment companies, banks and financial institutions. **Job...
-
Cantonese & English Speaking Administrative
5 days ago
Richmond Hill, Canada Chronicle Financial Corp Full time**Company description** Specializing in the English speaking and Chinese speaking Canadian market, our team of experienced and knowledgeable financial advisors provide professional advice for people at all walks of life. As a brokerage, we are partnered with a multitude of insurance companies, investment companies, banks and financial institutions. **Job...
-
Expert Financial Career Opportunity
2 days ago
Richmond Hill, Ontario, Canada Sun Life Financial Full timeUnlock Your Earning PotentialSun Life Financial is a leading provider of financial services, and we are seeking talented individuals to join our team as financial advisors. This role offers a unique opportunity to build a successful career in a dynamic and rapidly evolving industry.As a financial advisor with Sun Life Financial, you will have the ability to...
-
Admin. Assistant
2 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...
-
Recent Graduates
2 weeks ago
Richmond Hill, Canada AI Financial Power Group Full time**This role is required fluent in English and Mandarin.** Are you interested in entrepreneurship? Do you want to build something new for this world? Do you enjoy developing your personal skill and mindset by solving every challenge or problem? Join us! **About AI Financial** **Your opportunity** AI Financial is looking for an Administrative Assistant to...
-
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
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...
-
Financial Assistant
7 months ago
Richmond, Canada Vast Education Training Inc. Full time**Seeking Financial Assistant - Vast Education Training Inc.** Location: Richmond, Canada **About Us**: Vast Education Training Inc. is a leading institution dedicated to providing exceptional educational experiences to learners of all ages. Our commitment to excellence and innovation drives us to continually enhance our programs and services, ensuring...