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 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 Assistant
Duties and Responsibilities:
- Provide a full spectrum of secretarial, administrative support, and personal assistance to Director in both business and personal matters
- Organize meetings & appointments, manage schedules & calendar for Director
- Arrange Director's time schedule which can maximize the benefits among client, staff, external services providers, personal matters, etc.
- Book and arrange Director's business meetings, such as meetings with clients & staff, radio interview, seminar etc.
- Book and arrange Director's personal appointments, such as restaurant reservation, staycation, vacation, etc.
- Arrange travel arrangements for Director including booking flights, hotels, transportation, restaurants and other activities
- Coordinate logistics for events and business trips, including venue booking and equipment setup etc.
- Organize and execute company events, such as staff appreciation event, Christmas party, teambuilding event, client appreciation event, etc. with the assistance from other staff
- Assist Director to follow up meeting agenda and any follow up tasks to be submitted to Director
- Handle and keep proper filing for correspondence, legal documents, confidential documents of both business and personal matters
- Manage timeline and provide weekly report for the progress of above tasks and obtain other staff's job progress report to ensure everything runs smoothly
- Provide all administrative support to Director
- 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
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
Schedule: 7 hours