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Loyaleaf 诚聘金融助理 (Vansky Copyright)
联系人: Mark
电    话: 6042738165call me

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邮    箱: kellyassist16@gmail.com
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地    址: 4005-4000 No.3 rd    

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    Position: Administrative Assistant

    Location: Richmond­

    Job Status: Full-time Only

    Company description: Loyaleaf is a Canadian financial service company specialized in providing excellent financial investment and insurance products advisories and services.

     

    Responsible:

    • Assist with servicing existing clients, and respond to client inquiries via phone and e-mail.
    • Assist Investment Advisors with processing and confirming client transactions.
    • Contact directly with all clients, and provide supportive information.
    • Process and follow-up on client documentation for proper maintenance of accounts.
    • Provide administrative support and other administrative duties
    • Delivering packages to financial institutions.
    • Actively supports and participates in firm-wide initiatives.

     

    Qualification:

    • 1 ~ 3 years worj experience in finance area is highly prefered.
    • Bachelor of Commerce, Bachelor of Business Administration with a concentration in Finance required.
    • Excellent written and verbal communication skills; with fluency (written & verbal) in Mandarin required.
    • Relevant work experience or engaging in Canadian Security Course(CSC) is an asset, with a well-rounded knowledge of the fund and insurance industry.
    • A strong attention to detail with excellent organizational skills.
    • Strong interpersonal skills, with superior customer service skills.
    • Proficiency with Microsoft Office (Word, Excel, Outlook).
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    Mark

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