Financial Advisor Assistant

1 day ago

Richmond, Canada Seed Pacific Financial Group Full time

Job Summary:
Seed Pacific Financial Group committed to providing exceptional financial planning services to our clients. With a dedication to integrity, professionalism, and personalized solutions, we strive to help our clients achieve their financial goals and secure their futures.

**Position**: Financial Advisor Assistant

**Duties**:

- Oversee and assume responsibility for all Financial Advisor client matters.
- Coordinate and schedule appointments for Financial Advisor clients.
- Generate product pages using the company's CRM system.
- Manage all pending cases handled by Financial Advisors and identifying potential business opportunities (FYC).
- Maintain proper filing procedures for both internal and external correspondence related to Financial Advisor clients.
- Organize and streamline client folders and information.
- Provide all administrative support to Financial Advisor and including other duties as per assigned.

**Requirements**:

- Strong time management and organizational skills at a high level.
- Exceptional written and verbal communication abilities.
- Demonstrated proficiency in organization, planning, scheduling, and time management.
- Capability to thrive under pressure in a fast-paced environment.
- Effective both independently and as a team member.
- Attentive to detail and highly organized.
- Proficiency in English, Mandarin, and Cantonese is advantageous.
- Two years of relevant experience in the insurance and/or financial industry are advantageous.

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

**Salary**: $42,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Application question(s):

- Are you proficient in video editing and graphic design?

**Language**:

- Mandarin or Cantonese (preferred)

Work Location: In person

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