Administrative Assistant

4 weeks ago


Richmond, British Columbia, Canada Elite Wealth Mgmt Full time
Job Title: Administrative Assistant - Customer Relations

We are seeking a highly organized and detail-oriented Administrative Assistant to join our Elite Wealth Mgmt team. As an Administrative Assistant - Customer Relations, you will play a vital role in supporting our financial planning practice.

Key Responsibilities:
  • Provide exceptional customer service to clients via phone, email, and in-person interactions
  • Assist Financial Advisors in preparing for client meetings, including arranging appointments and preparing related documents
  • Support the processing of client applications and ensure compliance with regulatory requirements
  • Generate product pages from our CRM system and prepare account review meetings with clients
  • Perform other administrative tasks as required, including filing and data entry
Requirements:
  • 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
  • Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Teams
What We Offer:
  • Competitive salary range: $47,000-$54,600 per year, subject to working experience
  • Group extended health and dental benefit plan
  • Group life insurance
  • Group retirement savings plan matching
  • Critical illness insurance
  • Course subsidy program


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