About this role
*Job Title*: Administrative Assistant *Location*: Onsite
*Job Overview*: We are seeking a motivated and organized individual to support a Certified Financial Planner specializing in financial planning, investment funds, and insurance products. While previous experience in the financial industry is beneficial, it is not mandatory. This is a great opportunity for someone looking for a full-time or part-time position with flexible working hours.
*Key Responsibilities*:
* Assist in organizing client files, financial documents, and portfolios. * Prepare reports and summaries for client meetings and follow-ups. * Help with scheduling appointments and managing calendars for client consultations. * Communicate effectively with clients to gather required information and answer basic inquiries. * Support with insurance paperwork, investment fund documentation, and other financial planning tasks. * Maintain a high level of confidentiality and attention to detail.
*Qualifications*:
* Strong organizational skills with the ability to manage multiple tasks. * Excellent communication skills, both written and verbal. * Friendly, professional demeanor with a positive attitude. * Ability to work independently with minimal supervision. * Previous experience in financial services is a plus, but not required.
*Ideal for*:
* An individual looking for a full-time or part-time position with flexible working hours. * Someone seeking to advance their career in the financial services industry.
*Office Hours*:
Monday to Friday, 4 ? 8 hours per day
Pay: $20.00-$22.00 per hour
Flexible language requirement: * French not required
Education: * Bachelor's Degree (required)
Experience: * Administrative: 1 year (required)
Language: * Mandarin/Cantonese (required)
Work Location: In person