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查看     | 回复 1 工作地点在北约克:Looking for an Executive Assistant

hutumeimei

hutumeimei
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IG Wealth ManagementToronto Central office is looking for an Executive Assistant for a DivisionDirector.

As the ExecutiveAssistant, your role will be supporting the director in many ways in financialplanning business and division management.

You will,

Receive incoming inquires and respondintuitively on a timely and appropriate manner;

Contact clients and schedule appointments forthe consultant;

Assist with consultant’s meeting preparationsand after meeting action items;

Prepare relevant forms and maintaincomprehensive client files electronically;

Input data to financial planning softwarecorrectly;

Record and track transactions and internalprocedures, and follow up with compliance;

Initiate and implement marketing strategies forthe purpose of new client acquisition;

Manage marketing campaign system for existingclients 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 ordegree, preferably in accounting, business, and financial planning with aninterest in financial planning; International students are welcomed to apply;

Well-developed communication skills with strongservice mind;

Fluent in English and Mandarin is a must;

Confidentiality is a key component of thisposition;

Accuracy, exceptional organizational skills andattention to detail are key requirements;

Online Marketing and Social Media skills;

Proficiency in MS Windows-based computerapplications;

Passing mutual fund license and LLQP exams willbe an asset.

Please send your resume to [email protected] if you are interested.

Thanks.

hutumeimei 最后编辑于 2020-01-30 13:30:33

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