Executive Support Specialist

4 weeks ago

Richmond, British Columbia, Canada Elite Wealth Mgmt Full time
Elite Wealth Management Inc.

We are committed to providing the highest quality of service to our clients, offering unbiased investment and insurance solutions tailored to their individual needs and objectives.

About Us:

As a member of our Elite Wealth Management team, you will be part of a dynamic group that shares a philosophy focused on client success. We provide insightful and personalized financial advice designed to meet the unique needs of each client.

We operate at the highest levels of integrity and transparency, giving our clients clarity and peace of mind about their financial future. Our experience and insight enable us to create tailored financial plans based on each client's specific financial situation.

We value strong, long-term relationships with our clients and their families, built on understanding their unique circumstances.

About the Role:

We are seeking an experienced Personal Assistant to support our Director in both business and personal matters.

Responsibilities:

  • Provide full administrative support, including secretarial duties and personal assistance.
  • Organize meetings and appointments, manage schedules and calendar for the Director.
  • Ensure timely delivery and arrange lunches as required.
  • Coordinate travel arrangements, including flights, hotels, transportation, restaurants, and other activities.
  • Arrange logistics for events and business trips, including venue booking and equipment setup.
  • Assist with personal tasks and errands, including settling personal payments by cheque or credit card.
  • Perform other ad-hoc duties as required.

Requirements:

  • Bachelor's Degree in Business Administration or equivalent.
  • At least 3 years of relevant working experience.
  • Fluency in English and Cantonese.
  • Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Teams.
  • Strong interpersonal and communication skills.
  • Mature personality with high levels of integrity, confidentiality, and discretion.
  • Able to work under pressure, prioritize tasks, and handle multiple responsibilities.
  • Independent, detail-oriented, proactive, flexible, and able to work in a fast-paced environment.
  • Knowledge of the financial industry is preferred but not required.

What We Offer:

  • Competitive salary range: $52,000-$60,000 per year (subject to experience).
  • Group extended health and dental benefit plan.
  • Group life insurance.
  • Group retirement savings plan matching.
  • Critical illness insurance.
  • Course subsidy program.

Work Schedule: 7 hours.

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