Loyaleaf 诚聘金融助理

Position: Administrative Assistant

Location: Richmond­

Job Status: Full-time Only

Company description: Loyaleaf is a Canadian financial service company specialized in providing excellent financial investment and insurance products advisories and services.

Responsible:

• Assist with servicing existing clients, and respond to client inquiries via phone and e-mail.
• Assist Investment Advisors with processing and confirming client transactions.
• Contact directly with all clients, and provide supportive information.
• Process and follow-up on client documentation for proper maintenance of accounts.
• Provide administrative support and other administrative duties
• Delivering packages to financial institutions.
• Actively supports and participates in firm-wide initiatives.

Qualification:

• 1 ~ 3 years worj experience in finance area is highly prefered.
• Bachelor of Commerce, Bachelor of Business Administration with a concentration in Finance required.
• Excellent written and verbal communication skills; with fluency (written & verbal) in Mandarin required.
• Relevant work experience or engaging in Canadian Security Course(CSC) is an asset, with a well-rounded knowledge of the fund and insurance industry.
• A strong attention to detail with excellent organizational skills.
• Strong interpersonal skills, with superior customer service skills.
• Proficiency with Microsoft Office (Word, Excel, Outlook).

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