Cantonese & English Speaking Administrative

1 day ago

Richmond Hill, Canada Chronicle Financial Corp Full time

**Company description**

Specializing in the English speaking and Chinese speaking Canadian market, our team of experienced and knowledgeable financial advisors provide professional advice for people at all walks of life. As a brokerage, we are partnered with a multitude of insurance companies, investment companies, banks and financial institutions.

**Job description**

Bilingual **(Cantonese & English)** Administrative Assistant to Financial Planner with a growing practice.

Position Summary

Qualifications / Attributes
- Previous experience working as an assistant, 1 to 5 years' financial industry experience preferred
- Fluent English communication both verbally and in written**:

- Fluent Chinese (Cantonese) communication verbally**:

- Strong oral and written communications skills
- Accurate and detailed oriented
- Neat in appearance and professional in attitude. Neat penmanship.
- Able to work well under pressure and pay particular attention to deadlines.
- Maintaining focus in a fast-paced environment with the ability to shift priorities as required
- Well-developed interpersonal skills and high client service commitment
- Attention to detail and ability to work independently with minimum supervision
- Efficient with paperwork, scanning and filing

Duties include:
Client service support
- Assist in the preparation of a prospect or client file prior to a client meeting.
- Receive client inquiries and determine the appropriate course of action (e.g.: proactively investigate and resolve client problems, record the nature of inquiries and inform).
- Support client events by booking sites and sending marketing material to clients and prospects.
- Other tasks such as performing computer backups, compliance follow-up, ordering office supplies, information gathering.

Financial planning support
- Assist in creating financial planning presentations by:

- Entering confidential client specific information on financial planning software and using the software to prepare draft projections and proposals in accordance with instruction provided.

Marketing support
- Assist with implementation and maintenance of client fulfillment programs
- Manage prospect lists, periodic mailing and bring forwards for periodic contact.

Administrative support
- Maintain all files, including individual client files, and bring forward items.
- Perform filing, clerical and accounting duties as required.

**Salary**: $33,000.00-$38,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Casual dress
- Flexible schedule
- Paid time off

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

COVID-19 considerations:
Customers are by appointment only, with social distancing measures in place with masks on at all times. Temperature check at the door and air purifiers in the office. Administrative staff will stay at their work area of the office.

**Language**:

- Cantonese (required)
- english (required)

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