Executive Personal Assistant

Elite Wealth Management Inc.; Richmond; On-site; CAD 63,000 - 73,000; Full time

Job summary

A leading company in financial management is seeking an Executive Personal Assistant to support its Director. The role requires strong organizational and communication skills, a Bachelor’s degree in Business Administration, and fluency in English and Cantonese. This position offers a competitive salary along with benefits based on years of service.

Benefits

Group extended health & dental benefit plan

Group life insurance

Group retirement savings plan matching

Critical illness insurance

Course subsidy program

Qualifications

• Bachelor's degree in Business Administration or equivalent required.
• At least 3 years of relevant work experience necessary.
• Knowledge of financial industry preferred but not required.

Responsibilities

• Provide secretarial and administrative support to the Director.
• Manage and maintain Director’s schedules and calendars.
• Organize and coordinate internal and external events.

Skills

Fluency in English

Fluency in Cantonese

Strong interpersonal skills

Communication skills

Organizational skills

Proactivity

Education

Bachelor Degree in Business Administration

Tools

Microsoft Office

Job description

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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.

We are looking to hire an Executive Personal 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: https://elitewmg.com

Title: Executive Personal Assistant

Duties And Responsibilities

• Provide a full spectrum of secretarial, administrative support, and personal assistance to Director, including preparing agendas and taking meeting minutes, handling legal and other entities’ correspondence, and proper documents filing.
• Serve as a key contact point between Director and internal/external parties.
• Manage and maintain director’s schedules and calendar, including meetings, appointments, and travel itineraries, to maximize the benefits to the Director and all relevant parties.
• Organize and coordinate internal and external events, such as staff appreciation events, retreats, Christmas parties, client events etc.
• 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

Schedule: 7 hours

Salary: $63,000-$73,000 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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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