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Job Description
Seeking a motivated assistant to support a growing business in a full-time capacity. You’ll be working closely with financial advisor and clients on a day to day basis. You’ll be in a flexible workplace.
About you The ideal candidate has experience as an executive assistant and is passionate about solving problems and thinking ahead. You should be an exceptional communicator, have strong financial acumen and possess excellent organizational skills. Writing skills are a bonus. This is an excellent opportunity for a self-starter to grow their career within a flexible company with ample opportunities to upskill.
Responsibilities *Prepare and process clients’ applications and documentsCommunicate (phone call, texts, emails and social media)with clients and providers *Organize and schedule meetings and appointmentsPrepare expenses reportsFollow up clients cases *Creative opportunities if you have the skill set/desire Blog writing social mediaPresentation building/writing Webinar preparation
Requirements *Experience as an administrative assistant, office assistant or virtual assistant knowledge of office management systems and procedures *Proficiency in Google Suite (Sheets, Docs, Forms)Time management skills and the ability to prioritize work *Attention to detail and problem-solving skills *Excellent written and verbal communication skills *Strong organizational skills with the ability to perform a variety of tasks *Must speak Cantonese, Mandarin, and English
We are an equal opportunity employer. You must be located in the GTA. Benefits: Bonus schemeVacation Job Types: Full-time, Permanent
Please send your resume to:



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