Personal Assistant

Rapidly growing business in the financial industry seeking a driven personal assistant.

Opportunity to work with a reputed Financial Advisor to develop a meaningful and well-rewarding career.

The successful applicant is ambitious, possesses excellent communication skills and is keen to take initiatives.

Primary responsibilities are to provide administrative and marketing assistant to the Advisor, which include but not limited to:
- Managing outgoing telephone and email communications with prospects, brokers and other stakeholders 
- Scheduling and coordinating calendar appointments for the Advisor and managing travel arrangements 
- Preparing meeting agenda, processing minutes or recap, tracking action items and reporting on progress
- Preparing and following up correspondence, presentations, proposals  
- Assisting with lecture, forum and other marketing events
- Handling business applications and relevant paperwork
- Staying informed of market updates and regulations, assist with marketing material
-Other ad-hoc assignments
 
Requirements:
- Passionate about helping others and achieving success
- Experienced in administrative & sales work, such as telemarketing and customer service
- Proven written and verbal communication skills 
- Organized and detail-oriented
- Teamwork skills
- Must be computer savvy and proficient in Microsoft Office
- Have ready access to a car
- Life-licensed candidate a plus
- Fluency in Cantonese & Mandarin an asset

Remuneration & Benefits:
- Subject to qualifications and experience
- Health & dental benefits available
- Career opportunities to develop into a management role
Remarks:
Only shortlisted candidates will be contacted for an interview

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