Admin. Assistant-Customer Relation

Location

Richmond, BC | Canada

Job description

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.

Our website:

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’s client meetings
• Communicate with clients by telephone calls and emails, and support to Financial Advisor’s clients or related parties who would like to contact Financial Advisor
• Generate product page from company CRM system
• File handover from Paraplanners (standardize package/template) to follow up client's matters (e.g. fill in client’s application)
• Need to handle all Financial Advisors’ pending cases
• Assist Financial Advisor to identify potential business (FYC)
• Keep track Paraplanners who are responsible for updating client cases progress (potential FYC) into the company CRM system
• Responsible and keep proper filing for both internal and external correspondence related to Financial Advisor's clients
• 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
• Degree in Business Administration or equivalent
• Two years of relevant experience in the insurance, and/or financial industry
• Knowledge of mutual fund/investment products
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office application, including Words, Excel, Power-point, and Teams
• 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

Job Types: Full-time, Permanent

Salary: $47,000-$54,600 per year

Attractive Compensation and Benefits package depends on experiences

Schedule: 7 hours

Job tags

Salary

$47k - $54.6k per year