Administrative Assistant

1 week ago


Richmond, Canada Affinity Financial Services Inc. Full time

**Company description** Founded in 2009, Affinity Financial Services Inc. (AFS) is one of the fastest-growing financial services companies in Canada, covering four major cities and their surrounding areas. AFS has a team of experts with sharp insight and rich practical experience. We tailor comprehensive wealth management strategies based on each customer's actual needs and is an ideal "one-stop" financial service platform. **Job Duties**: - Establish and organize client files; maintain filing system for clients and advisors; - Monitor calendars, schedule meetings and boardroom bookings; - Meeting deadlines; documenting actions; document preparation, data entry, and filing client files/information into file database and Customer Relationship Management (CRM) System; - Liaise with insurance companies to confirm and follow up case statuses; - Attend training and seminars to update job knowledge; - Assist in event planning or organization; - Handle clients' calls; - Provide after sales support ; - Assist general office maintenance / housekeeping; - Participating other ad hoc office duties / company events as required. - Report directly to the Operations Manager. **Skills and Qualifications**: - Excellent interpersonal skills and verbal communication skills. - Fluent in written and oral English and Mandarin, able to speak in Cantonese is an asset. - Good organization and time management skills. - Problem-solving abilities. - Willing to learn and accept challenges. - Able to work independently and a good team player; - Strong attention to detail and work effectively under pressure in a fast-paced environment; - Excellent computer literacy, including MS Office Tools. - Minimum 1-year experience with administrative support, experience in Finance / Insurance industry is an asset. - Licensed with LLQP or willingness to complete is an asset. **Job Types**: Full-time, Permanent **Salary**: From $34,000.00 per year Schedule: - 8 hour shift Supplemental pay types: - Bonus pay **Language**: - and write Chinese (required) Work Location: One location



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