Office Assistant

1 week ago

Richmond, Canada Brightway Financial Group Inc. Full time

Brightway Financial, a Canadian wealth management company, is located in Richmond BC, and licensed in Alberta, British Columbia, and Ontario province. We are committed to providing one-stop wealth management strategies, as well as professional financial services. Brightway Financial is a subsidiary of Affinity Financial Services Inc, which has grown into a leading wealth management institution in the Canadian Chinese community. For the company's development needs, it is now necessary to recruit new talents to join our team.

**Responsibilities**:

- Scheduling appointments and coordinating accordingly.
- Communicating with clients, fund companies, insurance companies, and councils.
- Prepare/coordinate marketing/seminar presentation materials.
- Provide excellent client services to ensure no complaints.
- Improve admin/paperwork/client service procedures.
- Maintain websites and social media platforms.
- Prepare and maintain client files and keep them in good order.
- Check all compliance paperwork is present and ensure everything is in order.
- Prepare information/comparisons for Advisor’s analysis.
- Pre-review investment portfolio, asset allocation, and risk profile.
- Make changes to clients' investments as instructed.
- Build strong relationships with clients
- Organize future meetings with clients.
- Other necessary admin work appointed by the company director.

**Qualifications**:

- Proficient in written English, fluent in spoken English, Mandarin, and Cantonese (preferred).
- Bachelor’s degree or above in administration, business management, market management, human resources management, and finance.
- With more than one year of relevant work experience is preferred.
- Ability to achieve agreed outcomes without supervision.
- Prioritize and plan your own workload.
- Detailed oriented and accurate personality.
- Good report writing skills.
- Ability to work independently in a team.

**Salary**: $15.65-$23.00 per hour

Additional pay:

- Bonus pay
- Commission pay

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Vision care

Flexible language requirement:

- French not required

Schedule:

- 8 hour shift

**Experience**:

- Administrative: 1 year (preferred)

**Language**:

- Chinese (preferred)

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