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信息概要
| 【信息类别】雇主招聘 | 【职业分类】办公文员 |
| | 【职位概况】全职 - 长期工 - 白班 | | 【大致薪水】[ 面议 ] | 【上班日期】[ 立即 ] | | | 【雇主描述】财富管理公司基层干部 | | 【所在地区】大多地区 | 【招聘人数】1 人 | | 【工作地点】Yonge and Sheppard | | | 【可否学生】欢迎学生 / 须有工签 | | 【语言要求】英语流利 / 国语流利 | | 【其他要求】相关经验 / 相关证书 |
| 联络信息
| 【联 系 人】玳瑁猫 |
| | 【联系电话】416-733-4722 | 【电子邮件】[ 发送邮件 ] | | 【其他电话】[ 未提供 ] | 【传真电话】[ 未提供 ] |
| 详细介绍
IG Wealth Management Toronto Central office is looking for an Executive Assistant for a Division Director.
As the Executive Assistant, your role will be supporting the director in many ways in financial planning business and division management.
You will,
Receive incoming inquires and respond intuitively at a timely and appropriate manner;
Contact clients and schedule appointments for the consultant;
Assist with consultant’s meeting preparations and after meeting action items;
Prepare relevant forms and maintain comprehensive client files electronically;
Input data to financial planning software correctly;
Record and track transactions and internal procedures, and follow up with compliance;
Initiate and implement marketing strategies for the purpose of new client acquisition;
Manage marketing campaign system for existing clients and prospects;
Other tasks such as conducting market research, ordering office supplies, booking events as instructed by the consultant;
Qualifications:
Canadian college or university certificate or degree, preferably in accounting, business, and financial planning with an interest in financial planning;
Minimum 1-2 years’ experience providing support and coordination of all administrative duties;
Well-developed communication skills with strong service mind;
Fluent in English and Mandarin is a must;
Confidentiality is a key component of this position;
Accuracy, exceptional organizational skills and attention to detail are key requirements;
Online Marketing and Social Media skills;
Proficiency in MS Windows-based computer applications;
Passing mutual fund license and LLQP exams will be an asset.
| 其他信息
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发表于 2020-1-17 10:55:19