Executive Personal Assistant

4 weeks ago

Richmond, British Columbia, Canada Elite Wealth Mgmt Full time

Job Summary: We are seeking a highly skilled and organized Executive Personal Assistant to support our Director in the Elite Wealth Management team.

About the Role: As an Executive Personal Assistant, you will be responsible for providing a full spectrum of secretarial, administrative support, and personal assistance to our Director. This includes preparing agendas and taking meeting minutes, handling legal and other entities' correspondence, proper documents filing, business licenses & insurance renewal, and property-related issues.

Key Responsibilities:

  • Provide administrative support to the Director, including preparing agendas and taking meeting minutes.
  • Handle correspondence and documents filing, as well as business licenses and insurance renewal.
  • Manage the Director's schedule and calendar, including meetings, appointments, and travel itineraries.
  • Ensure timely delivery and order lunch for the Director as required.
  • Coordinate travel logistics for the 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 of the new office renovation, coordinate with the contractor, and report to the Director.
  • Manage timelines and provide weekly reports for the progress of all tasks assigned to different departments or individual staff.
  • Assist with personal tasks and errands, including settling personal payments by cheque or credit card.

Requirements:

  • Bachelor Degree in Business Administration or equivalent.
  • At least 3 years of relevant working experience.
  • Fluency in English and Cantonese.
  • Proficiency in Microsoft Office application, including Words, Excel, PowerPoint, and Teams.
  • 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.

What We Offer:

  • Group extended health & dental benefit plan.
  • Group life insurance.
  • Group retirement savings plan matching.
  • Critical illness insurance.
  • Course subsidy program.

Working Hours: 7 hours.

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