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Administrative Support Specialist

2 months ago

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

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

Key Responsibilities
  • Client Communication: Respond to client inquiries in a timely and professional manner, ensuring seamless communication and resolving any issues that may arise.
  • Appointment Scheduling: Coordinate and schedule client meetings, including room bookings and preparation of necessary documents.
  • Compliance and Administration: Ensure all compliance paperwork is accurate and up-to-date, and assist in the preparation of client documents and reports.
  • Financial Planning Support: Assist Financial Advisors in opening mutual fund accounts, handling fund switches, and preparing account review meetings.
  • File Management: Maintain accurate and organized filing systems for both internal and external correspondence related to client matters.
  • Ad-Hoc Duties: Perform other tasks as required to support the team and ensure the smooth operation of our financial planning practice.
Requirements
  • Language Proficiency: Fluency in English and Cantonese required.
  • Education: Degree in Business Administration or equivalent.
  • Experience: Two years of relevant experience in the insurance and/or financial industry.
  • Skills: Excellent verbal and written communication skills, proficiency in Microsoft Office applications, and attention to detail.
  • Personal Qualities: Proactive personality, ability to work independently and efficiently in a fast-paced environment, and capable of handling multiple projects simultaneously.
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.