Associate Assistant

工作内容

Novella Wealth is a financial brokerage located in Richmond, BC. We are looking for a full-time associate assistant to join our Operations team.

Job Title: Associate Assistant

Work Site: Richmond, BC

Status: Permanent Full Time

Start Date: As soon as possible

Hours: 0900 – 1700

Job Description:

Enhance the associate’s effectiveness by developing client information, processing documentations, and organizing notes and actions; handles time-sensitive items and transactions; strong multi-tasking ability and organizational skills; sales tracking and report production; front desk receptionist coverage when needed; supports the Operations Supervisor with maximizing profits by adhering to SOP business processes.

Job Duties:

• Provide day to day administrative support in the areas of insurance and investments.
• Act as liaison between clients, advisors, MGAs, carriers, and other financial institutions.
• Establish and organize client files; maintain filing system for record-keeping; maintain log of all transactions; document actions.
• Monitor calendars and appointment bookings; schedule meetings with multiple parties involved.
• Data entry; filing information into database and Customer Relationship Management (CRM) system with accuracy and completeness.
• Professional communication (verbal and written) to make progress on pending business and upkeep of existing business with business providers and advisors.
• Document preparation with accuracy and completeness; handle time-sensitive items.
• Process account transactions and account openings with confidential client information.
• Follow-up on transactions to ensure proper facilitation; review pending business transactions.
• Track business production; other data report generation when necessary.
• Updates job knowledge by participating in educational opportunities and trainings.
• Front desk receptionist lunch break and vacation coverage.

Skills and Qualifications:

• Administrative Assistant experience, minimum 1 year; experience in Finance is an asset.
• Excellent written and verbal communication skills.
• Proven organization, planning, scheduling, and time management skills.
• Strong attention to detail.
• Ability to work effectively under pressure in a fast-paced environment.
• Ability to work independently, as well as within a team.
• Excellent computer literacy, especially MS Office Suite.
• Excellent research, problem-solving, and business administration skills.
• Fluent in English and Cantonese.
• Licensed with LLQP or willingness to complete is an asset.

The Ideal Candidate:

• Friendly and reliable; able to work cooperatively with other staff and advisors.
• Thorough and detail-oriented; excellent organizational skills with ability to multi-task; can change priorities mid-stream, as required.
• Passionate about the work they perform; exhibits a professional attitude with a commitment to quality work.
• Driven by collective success; understanding the power of an inclusive team that works together to bring a shared vision to reality.
• Empathic; listens and learns from the experiences of other and understands different perspectives.
• Loves to learn; there is no limit to what can be achieved and is always willing to improve efficiency and effectiveness of the team.

Who We Are:

Novella Wealth is a team of financial professionals that helps our clients be more financially educated by helping build towards their financial goals. We set them up for success in their financial future by creating tailored financial plans designed to achieve each of our clients’ individual needs.

Thank you for your interest in Novella Wealth.

Only short-listed applicants will be contacted for this posting.