Administrative Assistant

1 week ago


Richmond Hill, Canada A.T. Financial Group Inc. Full time

A.T. Financial Group, in partnership with AWM Financial Services Inc., helps clients protect, acquire and grow their wealth by providing unparalleled financial advice, services and products in the areas of insurance, investment and tax planning. Through this, we meet the needs of our clients and prepare them for the demands of the changing world.

We are currently seeking high caliber professional to join our team as **Administrative Assistant.**

**Principal responsibilities**:

- Handle client enquiries and requests in a timely and professional manner
- Compile quotation for clients using various software
- Prepare documentation, reports and presentation materials for webinars and workshops
- Manage CRM database and maintain proper filing of client correspondence and records
- Assist with reception duties and manage office supplies
- Other ad hoc duties as assigned

**Requirements**:

- Minimum 2 years of related work experience, with previous experience in insurance industry a definite advantage
- College Diploma or Bachelor's Degree in Business Administration or a related discipline
- Fluency in English and preferably with the ability to speak Cantonese and/or Mandarin for client servicing
- Experience in managing CRM database and insurance quoting software preferred but not a must
- Excellent verbal and written communication skills
- Good team player, attentive to details and well organized

**Salary**: $18.00-$20.00 per hour

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

**Language**:

- Cantonese (preferred)
- Mandarin (preferred)



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