Job Description
As an Administrative Assistant, you will assist and support a senior financial advisor who has a big business book. Or you can say ….. Our Team is looking for a self-starting individual to assist and support a senior financial advisor. …. The successful candidate will exhibit a keen attention to detail while entering a high volume of data. This individual must be able to work independently and able to demonstrate the ability to proactively problem solve and seek solutions. This Administrative Assistant position is an evolving role, and requires an individual that is flexible, and prepared to learn new skills.
Requirements:
Fluent in verbal and written English, ability to speak Cantonese is a must
Post-secondary education in Business or related field would be an asset
High attention to detail, accuracy, and excellent time management skills.
Excellent ability to communicate with a high level of integrity and professionalism.
Professional client service skill.
Proficient in Microsoft Office product suite.
Exceptionally organized with a great ability to multitask.
Possess a high level of initiative to produce accurate work in a fast-paced environment.
Ability to identify and resolve problems in a timely manner.
1-2 years experience in financial industry is an asset
Responsibilities:
Coordinate and prepare meetings for Advisor clients/prospects, client onboarding documentations
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
Help manage incoming communications from clients, insurance companies, mutual fund companies, and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
Commit to rigorous follow up to all client transactions (investment trades, insurance, and loan applications) to ensure proper processing and minimization of errors.
Assist advisor in prospecting, marketing, client seminars and client appreciation events
Salary:
The salary will be evaluated on candidate’s experience
Employment:
Full-time position
Candidate must be legally eligible to work in Canada
Location:
Markham
Job Type: Full-time
Pay: $18.00-$22.00 per hour
Benefits:
Paid time off
Ability to commute/relocate:
Markham, ON L3R 9R9: reliably commute or plan to relocate before starting work (required)
Experience:
Microsoft Office: 3 years (required)
Time management: 3 years (required)
Banking or financial services: 1 year (required)
Administrative : 3 years (required)
Language:
English (required)
Cantonese (required)
Work Location: In person
Requirements:
Fluent in verbal and written English, ability to speak Cantonese is a must
Post-secondary education in Business or related field would be an asset
High attention to detail, accuracy, and excellent time management skills.
Excellent ability to communicate with a high level of integrity and professionalism.
Professional client service skill.
Proficient in Microsoft Office product suite.
Exceptionally organized with a great ability to multitask.
Possess a high level of initiative to produce accurate work in a fast-paced environment.
Ability to identify and resolve problems in a timely manner.
1-2 years experience in financial industry is an asset
Responsibilities:
Coordinate and prepare meetings for Advisor clients/prospects, client onboarding documentations
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
Help manage incoming communications from clients, insurance companies, mutual fund companies, and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
Commit to rigorous follow up to all client transactions (investment trades, insurance, and loan applications) to ensure proper processing and minimization of errors.
Assist advisor in prospecting, marketing, client seminars and client appreciation events
Salary:
The salary will be evaluated on candidate’s experience
Employment:
Full-time position
Candidate must be legally eligible to work in Canada
Location:
Markham
Job Type: Full-time
Pay: $18.00-$22.00 per hour
Benefits:
Paid time off
Ability to commute/relocate:
Markham, ON L3R 9R9: reliably commute or plan to relocate before starting work (required)
Experience:
Microsoft Office: 3 years (required)
Time management: 3 years (required)
Banking or financial services: 1 year (required)
Administrative : 3 years (required)
Language:
English (required)
Cantonese (required)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The CANTONESE ADMINISTRATIVE ASSISTANT position is now open for candidates interested in the Helper Jobs sector. This role in Markham offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.