Client Service Coordinator

1 week ago


Richmond, British Columbia, Canada Elite Wealth Mgmt Full time
About the Role

We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Elite Wealth Mgmt. As an Administrative Support Specialist - Client Relations, you will play a critical role in supporting our financial planning practice and providing exceptional client service.

Key Responsibilities
  • Client Communication: Respond to client inquiries in a timely and professional manner, ensuring that all client needs are met.
  • Appointment Scheduling: Coordinate client appointments, including room bookings and other logistical arrangements.
  • Document Preparation: Prepare and distribute relevant documents to clients, including advisor disclosure forms and other necessary paperwork.
  • Compliance: Ensure that all compliance paperwork is accurate and up-to-date.
  • Financial Operations: Assist financial advisors with opening mutual fund accounts, handling fund switches, and other financial transactions.
  • Administrative Support: Provide administrative support to financial advisors, including data entry, filing, and other tasks as needed.
Requirements
  • Education: Degree in Business Administration or equivalent.
  • Experience: Two years of relevant experience in the insurance and/or financial industry.
  • Language: Fluency in English and Cantonese required.
  • Skills: Excellent verbal and written communication skills, proficiency in Microsoft Office applications, and attention to detail.
What We Offer
  • Competitive Salary: $47,000-$54,600 per year, subject to working experience.
  • Benefits: Group extended health and dental benefit plan, group life insurance, group retirement savings plan matching, critical illness insurance, and course subsidy program.


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