Office Assistant In A Wealth Management Firm Vancouver

Office Assistant In A Wealth Management Firm Vancouver

05 Oct
|
Canadian Wiseinvest
|
Vancouver

05 Oct

Canadian Wiseinvest

Vancouver

About us

Canadian Wiseinvest Inc is a financial servicing firm located in Vancouver, BC V6E 4E6. We are nimble and creative.

We are looking for a reliable Office Assistant & social media associate. They will undertake administrative tasks, including:
Being in touch with Clients in all stages of process.
Follow up with Carriers and clients.
Submitting deals, fulfilling deficiency in forms and deals.
Coordinate office activities and operations to secure efficiency and compliance to company policies
Manage agendas/travel arrangements/appointments etc. for the upper management
Manage phone calls and correspondence (e-mail, letters, packages etc.)
Create and update records and databases with clients, financial and other data




Submit timely reports and prepare presentations/proposals as assigned
Contacting prospects and scheduling meeting
Follow up with prospects

Qualifications:
Superb written and verbal communication skills in both English & Persian.
Proven experience as an office administrator, office assistant or relevant role
Outstanding communication and interpersonal abilities
Excellent knowledge of MS Office

Job Type: Full time

Pay: From $25.00 per hour

Perks:
Company events
Extended health care

Experience:
administrative assistant: 3 years (required)

Work Location: In person

📌 Office Assistant In A Wealth Management Firm Vancouver
🏢 Canadian Wiseinvest
📍 Vancouver

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