Richmond金融公司诚聘：全职办公室助理明道财富，是一家加拿大财富管理公司，总部位于温哥华，并同时在阿尔伯塔省，不列颠哥伦比亚省和安大略省持牌经营。我们致力于为生活在加拿大的华人提供一站式的财富增值策略，以及专业、舒适的投资理财服务。明道财富隶属于恒誉金融旗下，如今已经成长为加拿大华人群体中领先的财富管理机构。应公司发展需求，现需要广招人才。我们视员工为一切工作的基石，公司将提供良好职业环境以及广阔的职业上升空间。如果您的价值观与我们一致，欢迎加入我们这个充满活力的团队！

Brightway Financial, aCanadian wealth management company is located in Richmond BC, and licensed inAlberta, British Columbia, and Ontario province. We are committed to providingone-stop wealth management strategies, as well as professional financial services.Brightway Financial is a subsidiary of Affinity Financial Services Inc, whichhas grown into a leading wealth management institution in the Canadian Chinesecommunity. For the company's development needs, it is now necessary to recruitnew talents to join our team.Responsibilities:• Communicating with clients, fund companies, insurance companies, and councils.• Execute daily trades, including the buying and selling of funds.• Answering phone calls/emails/SMS and WeChat messages professionally.• Scheduling appointments for the advisor and coordinating accordingly.• Provide excellent client services to ensure no complaints.• Improve admin/paperwork/client service procedures.• Prepare and maintain client files and keep them in good order.• Check all compliance paperwork is present and ensure everything is in order.• Prepare information/comparisons for the Advisor’s analysis.• Pre-review investment portfolio, asset allocation, and risk profile.• Make changes to clients' investments as instructed.• Build strong relationships with clients• Organize future meetings with clients.• Other necessary admin work appointed by the company director.Qualifications:• Proficient in written English, fluent in spoken English, Mandarin, and Cantonese (Preferred).• Bachelor’s degree or equivalentexperience in administration, business management, market management, humanresourcesmanagement, and finance.• Ability to achieve agreed outcomes without supervision.• Prioritize and plan your workload.• Detailed-oriented and accurate personality.• Good report writing skills.• Ability to work independently in a team.Benefits:• Dental care• Extended health care• Paid time off• Vision careSchedule:• Monday to FridaySupplemental pay types:• Bonus pay• Commission payEducation:• Bachelor's Degree (preferred)Experience:• Front desk: 1 year (preferred)• Administrative Experience: 1 year (preferred)• Office setting work experience (preferred)Language:• English (fluent)• Mandarin (preferred)• Cantonese(preferred)Ability to Commute:• Richmond, BC V6X 2W8 (required)