Part-Time Financial Assistant Job Description

Location: Remote / Hybrid
Job Type: Part-time
Pay Rate: $17.60 / hour

About Us
ACHIGO Wealth Solutions Inc. is an independent financial advisory firm dedicated to helping clients protect and grow their wealth. We specialize in comprehensive insurance solutions and tailored investment strategies. We are seeking a detail-oriented, reliable assistant to streamline our operations and deliver exceptional service to our clients.

Role Overview

The Financial Assistant will handle day-to-day administrative tasks, manage policy and investment paperwork, build operational workflows, and communicate directly with vendors and clients.

Key Responsibilities

- Accurately process standard form documents and data input (insurance applications, investment paperwork, etc.)
- Maintain follow-ups with clients, insurance producers, and fund companies on case progress.
- Create, document, and maintain Standard Operating Procedures (SOPs) and process checklists for daily operational workflows.
- Assist with marketing initiatives and media projects as needed.
- Handle general office duties and ad-hoc projects as required.





Qualifications and Requirements -

- Having a thorough understanding of individual insurance products (life, disability, travel, critical illness) and investment products (mutual/segregated funds) is preferred.
- Prior administrative experience working with a Financial Advisor or within financial services is preferred.
- Fluent/Proficient in both English & Mandarin.
- Proficient in MS Office (Word, Excel, Outlook) with practical experience using AI efficiency tools (e.g., ChatGPT, Claude, or NotebookLM) for content formatting, proofreading, and administrative tasks.
- Exceptional attention to detail, strong analytical skills, ability to prioritize tasks, meet tight deadlines, and deliver excellent customer service.

How to Apply

Please send your resume to [email protected] with the subject line as “Part-time Financial Assistant”.

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Pay: From $17.60 per hour

Expected hours: 5.0 – 25.0 per week

Benefits:

- Casual dress
- Adaptable schedule

Work Location: Hybrid remote in Greater Toronto Area, ON

📌 Part-Time Financial Assistant (Student Friendly) (Greater Toronto Area)
🏢 ACHIGO Wealth Solutions
📍 Greater Toronto Area