Executive Assistant

Executive Assistant | Full Time

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.

Executive Assistant
We are looking to hire an  Executive Assistant  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:

Duties and Responsibilities

Provide a full spectrum of secretarial, administrative support, and personal assistance to President, including preparing agendas and taking meeting minutes, handling legal and other entities’ correspondence, proper documents filing, insurance renewal, and property-related issues.

Serve as a key contact point between President and internal/external parties.

Manage and maintain President’s schedules and calendar, to maximize the benefits to the President and all relevant parties.

Ensure timely delivery and order lunch for President as required.

Handle local daily bookings for President, such as restaurant reservations, beauty appointments, doctor appointments for family members, staycations, and other activities.

Coordinate travel logistics for President including booking flights, hotels, transportation, restaurants and other activities.

Organize and coordinate internal events, such as staff appreciation events, retreats, Christmas parties, etc.

Manage timelines and provide weekly report for the progress of all tasks assigned to different departments or individual staff to ensure everything runs smoothly.

Accompany President on business trips as requested, providing on-site support and coordination.

Carry out other ad-hoc duties as required.

Qualifications

Bachelor Degree in Business Administration or equivalent

At least 3 years of relevant working experience

Fluency in English and Cantonese

Proficiency in Microsoft Office application, including Words, Excel, PowerPoint and Teams

Strong interpersonal and communication skills

Strong sense of responsibility, mature personality with a high level of integrity, confidentiality and discretion

Ability to work and be highly organized under pressure, able to prioritize and handle multiple tasks

Independent, detail-oriented, proactive, flexible and able to work in a fast-paced working environment

Knowledge of financial industry preferred but not required

Job Types: Full-time, Permanent

Salary: $64,000-$75,000 per year subject to working experiences

Benefits subject to years of service

Group extended health & dental benefit plan

Group life insurance

Group retirement savings plan matching

Critical illness insurance

Course subsidy program

Schedule:

7.5 hours/day (37.5 hours/week)

We would love to hear from you. If this role feels like the right fit, we encourage you to apply and explore the career opportunities ahead with us. We look forward to reviewing your application.

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