Admin. Assistant-Customer Relation

Title:

Admin. Assistant-Customer Relation

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 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.

• Keep client records up to date in accordance with compliance requirements
• Field client inquiries in a timely and professional manner
• Support principal financial advisor and paraplanners as needed in administrative duties
• Provide account reviews for client appointments
• Assist in filling applications for insurance and investment products
• Facilitate client requests by filling out appropriate paperwork and seeing through requests to completion
• Contact clients to arrange appointments and facilitate appointment logistics (room bookings, Zoom links, etc.)
• Ensure all paperwork is up to compliance standards
• Coordinate paramedical appointments between provider and client for life and critical illness insurance applications
• Other ad hoc duties as necessary

• Post-secondary education
• Minimum 1 year of relevant working experience in financial services, insurance, wealth management, or a related industry
• Extremely detail oriented
• Proficient with technology (MS 365, Zoom, CRM software, etc.)
• Excellent written and verbal communication skills
• Able to work independently under pressure, prioritize tasks efficiently, and enjoy a fast-paced environment
• A results-oriented problem-solver with a strong sense of initiative
• Fluent in English and Cantonese, both written and spoken
• LLQP license is an asset

Base salary range: $50,000 - $70,000 per year subject to experience

Annual bonus available

Company benefits include:

• Extended healthcare
• RRSP matching
• Life & critical illness insurance
• Education subsidy program

Schedule:

Monday to Friday 9:30 am - 5:30 pm (7 hours/day)

Workplace arrangement: in office

Job type:
Full time permanent