Administrative Assistant-Customer Relations Specialist

2 days 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-Customer Relations to join our Elite Wealth Mgmt. team. As a key member of our financial planning practice, you will play a vital role in supporting our Financial Advisors and clients.

Key Responsibilities:
  • Provide exceptional customer service to clients via phone, email, and in-person interactions
  • Assist Financial Advisors with client communication, appointment scheduling, and document preparation
  • Ensure compliance with regulatory requirements and maintain accurate records
  • Support the opening and maintenance of client accounts, including mutual fund and segregated fund transactions
  • Generate product pages and prepare for client meetings
  • Perform other administrative tasks as required to support the team
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 and investment products
  • Excellent communication and organizational skills
  • Proficiency in Microsoft Office applications
What We Offer:
  • Competitive salary range: $47,000-$54,600 per year
  • 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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