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:
- Book and arrange Executive's personal and clients’ appointments, such as restaurant reservation etc.
- Review new client list and arrange Executive's time schedule which can maximize the benefits among clients, staff, external services providers, personal matters, etc.
- Assist Executive to follow up meeting agenda and any follow up tasks to be submitted to Executive
- Provide all administrative support to Executive
- Complete life and investment application forms with accuracy and ensure Paraplanners to complete application forms, saving files in OneDrive and CRM system with accuracy
- Manage timeline and provide weekly report for the progress of the above tasks
- Organize and execute company events, such as staff appreciation event, Christmas party, teambuilding event, client appreciation event, etc. with the assistance from other staff
- Reply to Executive’s personal clients’ enquiries
- Execute a list of operational improvement tasks to help enhance operational efficiency
- Carry out ad-hoc duties as required
Qualifications:
- Bachelor Degree in Business Administration or equivalent
- At least 3 years of experience in the business work environment
- Fluency in English and Cantonese required
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office application, including Words, Excel, Power-point and Teams
- Attentive to detail and well organized
- Ability to work independently and efficiently in a fast-paced environment
- Proactive personality
- Capable to handle and prioritize multiple projects simultaneously
- Knowledge of financial industry preferred but not required
Job Types: Full-time, Permanent
Attractive Compensation and Benefits package depends on experiences
Schedule: 8-hour shift
