Financial Advisor Assistant
5 months ago
Job 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 assume responsibility for all Financial Advisor client matters.
- Coordinate and schedule appointments for Financial Advisor clients.
- Generate product pages using the company's CRM system.
- Manage all pending cases handled by Financial Advisors and identifying potential business opportunities (FYC).
- Maintain proper filing procedures for both internal and external correspondence related to Financial Advisor clients.
- Organize and streamline client folders and information.
- Provide all administrative support to Financial Advisor and including other duties as per assigned.
**Requirements**:
- Strong time management and organizational skills at a high level.
- Exceptional written and verbal communication abilities.
- Demonstrated proficiency in organization, planning, scheduling, and time management.
- Capability to thrive under pressure in a fast-paced environment.
- Effective both independently and as a team member.
- Attentive to detail and highly organized.
- Proficiency in English, Mandarin, and Cantonese is advantageous.
- Two years of relevant experience in the insurance and/or financial industry are advantageous.
**Job Types**: Full-time, Permanent
**Salary**: $42,000.00-$55,000.00 per year
**Benefits**:
- Dental care
- Extended health care
- Life insurance
- Vision care
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Application question(s):
- Are you proficient in video editing and graphic design?
**Language**:
- Mandarin or Cantonese (preferred)
Work Location: In person
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