Admin. Assistant

5 days ago

Richmond, Canada Elite Wealth Management Full time

As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.

We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.

Our experience and insight allow us to create tailored financial plans based on each of our client’s unique financial needs.

We are committed to building long-term financial wealth and to guiding our clients every step of the way.

We are looking to hire an **Admin. Assistant - Customer Relations **to support our financial planning practice.

Elite Wealth Management Inc. strives to consistently supply the highest quality of service to our clients. We provide unbiased investment and insurance solutions custom-tailored to your individual needs and objectives.

**Title: Admin. Assistant - Customer Relation**

**Duties and Responsibilities**:

- Oversee and responsible for ALL issues of financial advisor's client matters
- Arrange, contact, follow up financial advisor's clients' appointments. Handle room bookings and other facilities arrangement e.g., zoom link (include related document e.g., disclosure statement) for financial advisor client meetings
- Answer telephone calls and support to financial advisor clients or related parties who would like to contact financial advisor
- Work closely with financial advisor's planners on client cases (e.g., pending cases)
- Assist Financial advisor to identify potential business (FYC) from pending cases
- Arrange Financial Advisor's time schedule which can maximize the benefits among para-planners and clients
- Keep track planners who is responsible for updating client cases progress (potential FYC) into the company system
- Responsible and keep proper filing for both internal and external correspondence related to financial advisor's client
- Revamp/Tidy client folders and information
- Provide all administrative support to financial advisor
- Other duties may be assigned as per requested

**Qualifications**:

- Fluency in English and Cantonese required
- Diploma in Business Administration or equivalent
- Prefer 2 year of experience in the business work environment
- Excellent verbal and written communication skills
- Attentive to detail and well organized
- Ability to work independently and efficiently in a fast-paced environment
- Proactive personality
- Capable to handle and prioritize multiple projects simultaneously
- Knowledge of financial industry preferred but not required

**Job Types**: Full-time, Permanent

Attractive Compensation and Benefits package depends on experiences

Schedule: 8 hour shift

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